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Asset Management

Customized asset management programs are based on a client's specific resources and objectives and designed to maximize investment return opportunities relative to a client's risk tolerance. The Archer Huntley Financial Services, Inc., asset management process includes

  • Determination of present and future goals
  • Analysis of risk tolerance level
  • Analysis of present investments
  • Analysis of the optimized asset allocation matching the noted requirements
  • Development of an investment strategy
  • Analysis and selection of investment choices
  • Ongoing monitoring of holdings and returns