400 Interlake Drive, Ste 200
Madison, WI 53716

Toll Free: 877-890-7676
Phone: 608-663-7676
Fax: 608-663-7677

Investment Management Process

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After development of your comprehensive investment strategy and a written Investment Policy Statement, we will implement your strategy utilizing a full range of investment tools.

Dynamic Investment Management Process includes:

  • Capturing profits and preserving wealth ©
  • Active management of assets and perpetual monitoring of mutual fund managers
  • Meeting with you regularly to report progress toward goals as set forth in your Investment Policy Statement
  • Frequent contact and open two-way communication throughout the year
  • Making appropriate adjustments as you have major changes in your life or objectives.

Our Deep, Broad & Global Resources include:

  • Access to top investment managers and thousands of investment choices 
  • FDIC insured investments
  • Stocks, bonds, mutual funds
  • Global, international
  • Derivatives (protection purposes)
  • Alternatives 
  • Access to top third-party research sources

Continue to Disciplined Investing >>

Planning and Investment Advisory Services offered through RMR Financial Advisors, LLC, a Registered Invesment Advisor

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