WEALTH MANAGEMENT ROCHESTER NY
AN INVESTMENT STRATEGY THAT STARTS WITH INTEGRITY AND GROWS IN TRUST
INVESTMENT ADVISORY SERVICES
A sound investment strategy starts with proper asset allocation. We work closely with each client to develop a personalized investment portfolio based on their objectives, time horizon, risk tolerance, income needs, values, and other considerations. This information guides our selection from various asset classes and investment choices to arrive at a suitable allocation designed to pursue that client's objective.
After developing the initial investment portfolio, we continue to monitor each client's holdings and may recommend changes based on market conditions or major personal events such as retirement, a child entering college, or the purchase of a new home. Asset allocation does not guarantee a profit or protection from losses in a declining market.
MORALLY RESPONSIBLE INVESTING
While many Christians are concerned for the moral state of our nation, few give consideration to the moral ramifications of how their money is invested. People are often shocked to learn that, through their mutual funds and corporate sponsored retirement plans, they are invested in companies with operations and/or policies that directly oppose their conservative Judeo-Christian beliefs and concerns.
Today, there are many biblically-based investment options that screen out companies involved either directly or indirectly in abortion, pornography, anti-family entertainment or alternative lifestyle promotion, as well as those directly involved in the production of alcohol, tobacco and gambling. We at Resource Financial share your concerns and can help you develop an investment portfolio that does not compromise your values.
CHARITABLE GIVING STRATEGIES
Although many give generously to charities, churches, and missionaries around the world, few understand the powerful benefits of a well thought out charitable giving strategy. By employing one of these strategies the client can better control the flow of assets to the charity, possibly provide the donor with guaranteed lifetime income, and minimize the impact of taxes resulting in a larger donation. We partner with clients to develop a customized charitable giving strategy that meets the needs of both their family and their charity.