Portfolio Management
Portfolio Management Services- Nolensville TN
We manage assets in line with your financial goals, risk tolerance, and projected time to reach your goal. This includes wealth accumulation, current income, retirement income, or any other personal financial goals. We try to take the emotion out of investing by using several risk management tools. We use multiple research platforms for investment selection and are not tied to inhouse research or firm allocation models. Clients who use our portfolio management services do so because they have other things in their lives; family, job, charities, hobbies, etc. Our portfolios include individual stocks, exchange traded funds, closed end funds, covered calls, bonds and cash.
For An Experienced Financial Planning Services please contact SMEAC Financial today to set up a consultation.
SMEAC Financial offers:
Portfolio Management Services, Financial Planning Services & Investment Advice in
Nolensville, Nashville, Murfreesboro, Memphis, Franklin & surrounding areas of TN.
What is SMEAC?
SMEAC is a military acronym for organizing plans and operations. It transitions easily to the financial advisory process.
Situation
What is your current financial situation in terms of assets, income, savings and retirement plans?
Mission
What are your financial goals in terms of time and risk of principal?
Execution
How will our plan help you achieve your investment goal?
Administration
Client accounts are held at TDAmeritrade.
Communication
How often and by what means to we communicate?
Don't wait to reach out to us if you're ready to take your finances back into your control.
To get in touch, you can either call us at (615) 385-7184 or email us at jack@smeacfinancialllc.com.
