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Investment Management

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Investment Management to Pursue Your Goals

Investment management is more than just buying and selling stocks: It refers to the management of all financial assets and investments in order to pursue your goals. At Kersten Wealth Management Group, we understand that all of our clients have different goals and assets, so we customize an investment portfolio based on each individual and family.

Process of Designing an Investment Portfolio

The approach that we take is to get to know you holistically. This means learning your short- and long-term goals, not only financially but also in life. We find out your risk tolerance, so that we can recommend strategies that you feel comfortable with. Once we find out where you are financially and what your time horizon is, we can put together a comprehensive portfolio that may include:

Financial Statement Analysis

Allocation of Assets

Stock Selection

Existing Investment Monitoring

Budgeting Strategies

Tax Planning

Whether you are looking to have a fruitful retirement, you have children to put through college, or you want to manage how your assets will be distributed, your portfolio will address your end goals.

Contact Our Office Today

Our financial advisors treat clients like family, and we look forward to getting to know you and your financial goals. To get started designing your investment portfolio, call our office at 419-872-0067.

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