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