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Runestone Wealth Management LLC (Minneapolis, MN )
| Ad Type: | Wanted | |
| Posted: | 2017-06-30, 03:08PM | |
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Norris Waalen CPA Personal Financial Specialist Registered Investment Advisor Investment Managment Mutual Funds Stocks ETFs Many Clients Have Been With Us 20 Plus Years Our firm strives to create a portfolio for each and every client that best suits their individual personality and desires. To start, we understand the client’s risk assessment to determine goals and a financial timeline to develop an investment policy statement. From there, we select a portfolio from several models tailored to each individual client. Each model stresses diversification using a mix of mutual funds, individual stocks and bonds, ETFs, cash, and the money market. Diversification in the portfolio boosts profitability and security for the client. We generate reports for our clients showing them results for the quarter, annual, or multiple years. Graphs, charts, and benchmarks are included. 612-253-5093 http://www.waalencpa.com [email protected]
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