Investment Management Services

Investment Management

It all starts with a candid conversation on what you want from your money. Our investment portfolios are designed to meet the objectives laid out in your financial plan in the safest, most efficient manner possible. Employing a proven, disciplined approach, we seek the optimal balance between protecting and growing your capital. We want you to look to the future with optimism while enjoying peace of mind right now.

The investment vehicles used in our portfolios are world class, and are customized for your needs and style. Some of the vehicles we employ are:

  • Individual Stocks
  • Corporate and Municipal Bonds
  • Open and Closed End Mutual funds
  • Master Limited Partnerships
  • Certificates of Deposit
  • Alternative Investments

Tax Efficiency

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our steady hand in tax aware investing, we provide clients with sophisticated tax-management strategies that aren't available elsewhere.

Retirement Income Portfolios

We provide clients peace of mind when it comes to their retirement income. We know that making sure you have a steady and lasting income in retirement is of utmost importance, and our strategies give you the security to know that your money will last.

Financial Advice

Our advisors know that investing can be a complicated endeavor, and we are here to make sure that you not only get the best advice in your investing, but we also take the time to make sure that you understand it.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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