Investment Process

Goal: Construct portfolio to provide return objectives while minimizing risks

We work to provide our clients with these key benefits:

• Reduce the amount of time to manage assets
• Select investments most likely to help achieve your institution’s objectives
• Accommodate risk tolerance level and any unique constraints
• Control investment expenses
• Effectively manage tax liability if applicable
• Stay abreast of new investment developments and products
• Update your investment strategy as appropriate
• Reduce unnecessary investment risks

InvestmentHunter Wealth Services will provide money management for a client after a thorough review of a client’s goals, risk profile, and financial understanding. Our philosophy is primary that of a long- term, buy and hold strategy in a balanced well-diversified portfolio.

• Provide wealth preservation, wealth growth, wealth stewardship, and wealth administration
• There are many benefits for using an independent investment advisor
• Manage asset classes which include stocks, bonds, REITs, MLPs, precious metals, and mutual funds
• Provide advice based on estate and tax information
• Comprehensive Approach
• Fees based on assets under management (AUM), so clients never have to worry about hidden costs