Good financial management begins with an understanding of your dreams, your goals, and your personal financial needs. A conversation with a Storehouse advisor will allow you to formulate a plan that is custom-tailored for you. From an extensive financial plan to specific investment advice and management, Storehouse can provide the level of guidance you prefer. Storehouse will develop a specific investment strategy to help you reach those goals and achieve those dreams.
Monthly Account Evaluation and Management
Storehouse Financial will manage your investment portfolio for you using separately managed accounts. Separately managed accounts are discretionary managed investment accounts that provide you with a personalized approach to investing, including direct ownership of securities and opportunities for portfolio customization. At Storehouse, we evaluate every client account every month and make changes as necessary to improve performance and preserve capital.
No load, No Transaction Fee Mutual Funds
For millions of Americans, mutual funds represent a simple and convenient way to invest. A mutual fund may hold securities, such as stocks or bonds, from dozens or even hundreds of issuers, and each seeks to achieve a certain objective, such as long-term growth of capital, income or a combination of the two. Buying shares of a mutual fund in effect gives you part ownership of all the securities the mutual fund owns. The primary advantage of owning a mutual fund is automatic diversification.
In selecting mutual funds for client portfolios, Storehouse chooses from over 1300 no load (fee), no transaction fee mutual funds. Each month, Storehouse evaluates and ranks these funds and chooses the best funds in each category of investment for your portfolio. Funds chosen for your portfolio are held long enough to avoid redemption fees (usually three months). We are not limited to any particular fund family, but can choose from hundreds of fund families. This freedom to choose allows Storehouse to find the very best fund managers for your portfolio in the current market climate.
Multiple Investment Options
When you sit down with a Storehouse representative to discuss your investment portfolio, we will help you find the right mix of investments for you. Storehouse offers all types of investments from conservative to aggressive, including conservative investments like certificates of deposit, bonds and growth and income funds to aggressive investments including growth stocks and leveraged mutual funds and exchange traded funds. Multiple investment options allow Storehouse to tailor your investment portfolio to meet your personal financial needs.
Storehouse Financial will take action to improve performance and protect your assets. Our monthly evaluation provides the opportunity to make changes in your portfolio to enhance returns and hedge against losses. As market and economic conditions change, Storehouse Financial will immediately choose the best course of action to protect your assets. Contact Storehouse today to get started.