In the financial industry today, it is more important than ever to differentiate. As some advisors have begun to outsource their investment management to third parties, I believe it has caused standard investment management to become commoditized. I take pride in not defaulting to do business this ...
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In the financial industry today, it is more important than ever to differentiate. As some advisors have begun to outsource their investment management to third parties, I believe it has caused standard investment management to become commoditized. I take pride in not defaulting to do business this way, and in creating customized strategies for each and every client.
I specialize in investment management, client portfolio construction, and retirement planning. On a daily basis, I am engaged in research and evaluation of the economic landscape, as well as constant analysis of investment opportunities. I pride myself on my ability to determine the individual investments within client portfolios through ongoing security selection and dialogues with various investment managers. I enjoy working with clients to determine their individual account needs and to develop personalized investment strategies to address their specific investment goals.
I encourage you to Connect with me here, visit my firm's website at www.argosyfinancial.com, or reach me directly at my office, (623) 236-9263.
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