The foundation of a successful Investment Management relationship starts with an understanding of the current financial picture along with clearly defined goals. The first step in the process is to establish the appropriate mix of assets for the proposed portfolio. This is accomplished by weighing a series of key factors such as investment horizon, marginal tax bracket, risk appetite, timing and duration of needed distributions, and recent investment experience. This process will culminate in a defined Investment Objective and a stated Asset Allocation.
Two issues that we think are important to know about our approach are:
- We are governed by and hold ourselves to the Fiduciary Standard
- Portfolio implementation is based on economic science, therefore we employ evidence based strategies
Barbara and Randy Pople are Investment Advisor Representatives of OBS Financial Services, Inc., an SEC Registered Investment Advisor. We welcome the opportunity to discuss your needs and whether Pople Financial Consulting, Inc. might be a match for you.