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Investment Management

For the few who do achieve it, wealth carries both blessings and responsibility.

  • Are you overwhelmed by the investment options available to you?
  • Do you find that you try to research but find conflicting advice?
  • Have you repeatedly felt that there MUST be an easier way?

Investment strategies that guide you towards your future

We understand that comprehensive financial planning goes well beyond budgeting and taxes. We will help you preserve the work of a lifetime while creating a worthwhile legacy.

In order to help you keep track of your wealth in one single point of access, we employ the Tycor Wealth Management System. This platform is a web based financial analysis and account aggregation system. Using your account will help you stay organized and in-the- know, as you securely view copies of all your financial accounts, tax and legal documents, insurance coverage, as well as your unique goals and strategic plans.

The powerful analysis engines track changes in your assets and changes in your life against your overall asset allocation*, retirement and cash flow models, insurance program, and your financial and estate plan. All of your information is password protected in a secure encrypted personal web address, accessible only to you and your advisors. Visit your Tycor Wealth Management System webpage to view all your information.

Access all of your investment account information online with secure access through PartnerView. You can access and review your asset holdings and portfolio performance at any time. Play a more active role in understanding your financial plan.

Are you ready to Live Well, Retire Comfortably?

Would you like to know more about what a long-term investment management strategy can do for you? Contact us today.

*Asset allocation does not guarantee against loss. It is a method used to help manage investment risk.