Investment Process | Our Mission Is Your Success.

Investment Process | Our Mission Is Your Success. 2017-06-29T17:18:54+00:00

Our investment process starts by listening to you. We provide guidance and solutions based on a thorough understanding of your personal circumstances, preferences and risk/return objectives. Our qualifiedprofessional advisors help you craft a personalized, high-performance portfolio of readily marketable stocks, bonds, options, and Exchange Traded Funds (ETFs). Dedicated to your success, we provide ongoing oversight and communications, making recommendations and changes as appropriate, and keeping you up-to-date and well informed.

You profit from our combined expertise and years of professional experience. Our mission is your success– when you succeed we succeed. Download the Successful Portfolios Client Brochure to learn more.

 

David Bennett, CFA, Joseph Baer, APMA, Parker Evans, CFA, CFP, CMT

Exemplary Wealth Management. The Successful Portfolios Team (left to right): David Bennett, CFA, Joseph Baer, APMA and Parker Evans, CFA, CFP, CMT

 


Successful Portfolios is pleased to provide you with a free online assessment of your personal risk tolerance. Powered by the award-winning, internationally recognized FinaMetrica Risk Profiling System, access to this unique tool costs $45 elsewhere! We recommend you assess your risk tolerance before you invest.


Successful Portfolios gives you a choice well-respected, low-cost, online brokerage firms for the safe and secure separate administration of your account, including transactions and custody of your assets. And we help you chose the right broker to best suit your needs.