Investment Management

Do you need to build a portfolio that balances income and safety of principal? If so, it is important to understand that the world of income investing is not as simple as it used to be.

Do you have questions about how this could work for your business or institution? Contact us today to schedule a meeting.

Are you a defined benefit plan or cash balance pension plan that needs to earn a specific return while controlling portfolio volatility? Do you need to manage your assets in order to meet a defined liability stream? Assets and liability management can take many forms, depending on an organization’s unique circumstances. Today, the art of good asset liability management may require putting together a collection of assets and strategies such as fixed income, dividend stocks, traditional growth stocks, and alternative fixed income and equity strategies.

Do you have questions about how this could work for your business? Contact us today to schedule a meeting.

Are you an ERISA plan looking for a 3(38) fiduciary manager?

If so, FinTrust’s team of ACCREDITED INVESTMENT FIDUCIARY® professionals and CHARTERED FINANCIAL ANALYST® professionals can help. Contact us today to schedule a meeting.

Do you desire to build a portfolio that will grow in value through capital appreciation? Today, the art of good growth investing that generates the highest possible return at the lowest possible risk may require putting together a collection of assets and strategies such as traditional growth stocks, total return focused fixed income investments, real estate, or private equity and early stage venture capital investments.

Do you have questions about how this could work for your business? Contact us today to schedule a meeting.