At Applied Asset Management, we take great pride in creating customized financial strategies that are designed to help you reach your financial aspirations. As part of your initial consultation, we review your current financial situation, discuss your objectives, and offer solutions to help you pursue your goals.
In helping clients create a diversified investment portfolio tailored to their objectives, we seek to help them receive the highest rate of return based on the amount of risk they are willing to take. With this in mind, our firm has partnered with some of the nation’s largest and most trusted investment firms that offer our clients access to institutional money management principles. These managers provide our clients investment research and portfolio allocations similar to what the largest pension and endowment funds receive.
Our independence allows us to choose the investment products and sponsor companies that will best support the financial plan that we create for you. Some of the products we offer include:
- Traditional & Roth IRAs
- 401k Rollovers
- Employer Sponsored Retirement Plans
- 529 College Savings Plans
- Fixed & Variable Annuities
- Trust Accounts
- Tax-Managed Individual & Joint Accounts
- Custodial Accounts
- Mutual Funds
- Exchange Traded Funds
Speak to a Financial Advisor