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.