At Successful Portfolios, we are dedicated to providing top-quality financial advice as independent advisors on the Charles Schwab and Interactive Brokers platforms. Our priority is to ensure the safety and security of your assets. With over 50 years of combined professional experience, our advisors are committed to helping you achieve success. We have extensive knowledge and experience investing in stocks, bonds, ETFs (Exchange-Traded Funds), and readily marketable alternatives. We customize our approach to suit the specific requirements of every client, offering personalized portfolio management. If you want to learn more about our approach, please continue reading.
Our investment process begins by listening to you. Talk to our Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) pros. We’ll give expert guidance and solutions based on a thorough understanding of your existing portfolio, personal circumstances, preferences, worldview, and risk/return objectives.
Our investment professionals work hard to help you craft a personalized, high-performance portfolio of readily marketable assets, including any asset available for trading on Charles Schwab or Interactive Brokers.
We avoid illiquid and difficult to value private investments, and we don’t outsource the management of your portfolio to a third party. We manage your portfolio for tax efficiency. Because it’s not your pre-tax returns that matter most, it’s what you keep after-tax.
Dedicated to your investing success, we provide ongoing monitoring and communications, make recommendations and changes as appropriate, and keep you up-to-date and well-informed.
As fee-only and fiduciary advisors, our ultimate goal is to help you grow and protect your wealth.