Frequently Asked Questions (FAQ)

Why should I consider an investment advisor?
What are the benefits of an investment advisor and portfolio manager versus us doing it alone?

Why choose INVESTMENT PARTNERS?
How do we start?
What next?

What is your strategy for success in Asset Management?
What happens if we encounter an unexpected life change?
Fees

Why should I consider an investment advisor?

Time and Expertise - today’s complex and volatile financial markets and diversity of choices demand time, vigilance, and expertise.

Investment Partners works with you to (1) analyze and improve your current financial and investment plans; (2) to create a plan if you don’t have one, don’t know where to start, and are currently in need of professional advice; and (3) to provide you valuable expertise.

What are the benefits of an investment advisor and portfolio manager versus us doing it alone?

Peace of mind and Stress Reduction - working with INVESTMENT PARTNERS gives you peace of mind and stress reduction with a strategic plan built on a foundation of experience.

Even though technology and the internet make us feel that we are somehow better informed, it is difficult to find the time in our busy lives and to garner the education and expertise to make important financial decisions. These decisions are at the core of our lives – they affect the way we live, where we live, and how we live.

With INVESTMENT PARTNERS as your investment advisor and portfolio manager, we make it all happen for you. We identify the important issues, address the complexities, and provide suitable investment choices to reach your financial goals. We have the Time and Expertise; we do this all day every day

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Why choose Investment Partners?

Trust: Your choice, whether you are a seasoned investor or one at the beginning of your investment experience, is to find an Investment Advisor and Manager in a firm you can trust; one whose philosophies, principles and practices are compatible with your own.

TEAM approach: Technology; Experience; Advice; Management with YOU at the center of the decision-making process. The concept of team management ensures constant attention and careful consideration to details throughout the implementation of the plan we design together with you.

Confidence: INVESTMENT PARTNERS provides the best of modern technology combined with the expertise of education and experience. Each principal and employee of our firm is dedicated to applying their diverse skills in providing a level of service that assists you in achieving your life goals and financial objectives.

Commitment: Our firm has a single purpose: To provide you with focused advice vital to making better decisions. We are committed to becoming your advisor of choice, your partner in accomplishing your investment objectives.

Objectivity: as an independent company we are under no pressure to have to create transactions to earn commissions. Our management team is largely compensated based on the assets under our supervision

Independent Research and Analysis: We do our own due diligence, form opinions, and make decisions and recommendations without the bias that can come from having investment banking or other ties to the very companies that other Wall Street firms often recommend

Accessibility: Our clients never feel that they have to “go it alone.” Our foundation is a full service philosophy, which means accessibility even at a moment’s notice. Your interaction and communication with members of our management team is an essential component of our commitment to you.

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The Process: How do we start?

The first step is a face to face meeting to determine your short term and long term financial needs and wants. At that first meeting we’ll

• Discuss your financial status and goals
• Analyze your assets, liabilities, insurance, existing benefit plans, annuities, and other relevant information
• Assess your risk profile

What next?

We recommend; you decide. Based on the information, we’ll identify issues and offer recommendations for an investment plan that will meet your goals.

• Educate you so you can make informed decisions
• Create a customized comprehensive strategic plan and provide the means to implement it
• Present objective financial and investment advice so you can make intelligent decisions

We become your financial ally, your investment partner, which allows you to focus on the other aspects of your life. Your ability to make better investment decisions becomes the yardstick by which you can measure our effectiveness.

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What is your strategy for success in Asset Management?

Our investment selection criteria have been incorporated into our screening and decision making process.

We prefer two disciplines which have produced exceptional long-term investment returns: value investing and special situation analysis, recognizing that there are certain client needs to invest in growth stocks as well.

What happens if we encounter an unexpected life change?

Should something happen such as loss of job, illness, disability, divorce, or death, we will recommend the appropriate adjustments to your portfolio and plan.

We believe that with professional assistance you can have a greater degree of control over your financial future.

Fees

Since the services we provide each client are unique, we provide multiple fee arrangements; however we strive to keep fees and costs reasonable. Of course, we will discuss them with you as we ascertain your needs and develop your plan.

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