Investment Stage: Savings $50K – $100K
Growth-Focused, Mid-Stage Investment Strategy
If you have between $50-100K in investments, portfolio management is likely a top priority for you. Maybe you’re looking at annual forecasts to manage your own investments or perhaps you’ve invested in Certificate of Deposits (CDs) attempting to secure your financial future. Or maybe it’s been awhile since you took a step back and looked at the way your portfolio is managed. No matter where you are in your financial journey, we think today is a great time to prepare for your tomorrow.
At First State Investment Advisors, we can help you boost yield without sacrificing safety because we have developed a time-tested, proven approach to understanding the market. Unlike other investment management firms, we conduct independent market research coupled with a proprietary investment strategy called the Gold Chip philosophy. This approach is an innovative standard of investing in primarily high quality, large-cap stocks, which reduces your worry and produces quantifiable results.
Give us a call or stop by our office to learn how we can put your investments to work for you today, so you can always look forward to the future.