Common Sense Uncommon Experience
Patricia’s Process for Investment Management Services
Educate Client
The process begins with an initial interview to get acquainted. Emphasis is put on educating clients about investment concepts, exploring risk tolerance, establishing realistic expectations and the cost of investing. This allows you an opportunity to determine if I will be a good, long term resource for your family.
Develop an Investment Strategy
The first undertaking in the investment management area is to develop a long-term strategy, taking under consideration your investment goals, objectives, tolerance for risk and time horizon. I formulate a strategy to help you pursue your objectives.
Create an Investment Portfolio
Having created a basic strategy, I then create a specific portfolio tailored to your unique circumstance.
Monitor Your Investment
Each of my client’s investments is monitored on an ongoing basis. When circumstances change I modify the portfolio. Depending on the reason for modification, this may involve either a broad change to the overall asset-allocation mix or a narrow shift in one or more specific investments. I will work with the client to re-balance a portfolio to desired asset allocations when investment returns necessitate such an adjustment.
Products Offered Through Archer Investments
Insurance Planning and Risk Management
Implementing a risk management program involves the use of numerous steps. The process includes data collection, analysis of the information gathered, and preparation of an action plan. I consult with you to identify and quantify risk, develop risk management alternatives and help you implement choices. Products offered are:
We are located in La Mesa 91942. Please click the number below to call for address and to schedule an appointment.
La Mesa, California, United States
619-697-2852 Click to Email Directly: patricia@taxladyonline.com
Copyright © 2020 Patricia Godfrey, E.A. - All Rights Reserved.
The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.
Archer Investment Corporation manages The Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing.
You may obtain a current copy of the Fund’s prospectus by calling 800-581-1780 or visit www.thearcherfunds.com. Past performance is not a guarantee of future results. The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Archer Funds are distributed by Arbor Court Capital, LLC, 2000 Auburn Drive, Suite 400, Beachwood, Ohio 44122, Member FINRA.
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