Asset Management
At First Insurance Services, we provide comprehensive wealth management services to our clients including investment planning and management, estate-planning techniques, retirement planning, insurance selection including long-term care planning and effective transfer of assets. We focus on helping our clients avoid the most common financial mistakes.

We strongly believe that active management of investment risk is key to long-term investment success. Since investment risk cannot be eliminated due to many external factors in the world, it must be effectively managed. The minimization of investment risk lies at the top of our investment philosophy.

We employ the following strategies to manage investment risk:
• Strategic Asset Allocation - We help develop long-term investment strategies that will help you reach your financial goals with the least amount of risk. This process includes allocating your money among various asset classes.

• Broad Diversification - A well-diversified portfolio includes a strategic and tactical blending of various asset classes and investment management styles.

• Careful Monitoring - We offer access to third-party, professional asset managers. Among our principal responsibilities, in assisting with your investment portfolio, is constant supervision of your investments and of all the individual managers involved. Making periodic adjustments to your portfolio’s asset allocation is important as your investment objectives change.

It is important to recognize that investment management strategies cannot control investment return because no one controls the market. Effective investment management strategies can help to mitigate certain types of risk.

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Let us help you with financial solutions for your life:

 

Tax-Advantaged Options*

-Traditional and Roth IRA's

-Company Retirement Acounts

-Annuities

 

Investment Options*

-Mutual Funds

-Stocks and Bonds

-Fixed and Variable Annuities

-Real Estate Investment Trusts

 

Risk Management

-Life Insurance

-Disability Insurance

-Long-Term Care Insurance

-Asset Allocation

 

Planning Services*

College Funding

Retirement Analysis

Estate Planning

 

Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, RDA Financial Network and First Insurance Services are not affiliated. Not a deposit. Not FDIC insured. Not insured by any Federal Government Agency. Not guranteed by the bank. May go down in value.
 

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