Financial Advisor Tulsa | An Advantageous Investment Portfolio Can Be Developed
This content was written for First State Investment Advisors.
Schedule an appointment with a competent financial advisor Tulsa by calling First State Investment Advisors at (918) 492-1361 or going to www.firststate-ok.com. First State has professional money managers who will evaluate your current investment situation and discuss with you a long range financial plan. Assets for clients of the Firm have been managed for over 45 years. You can look forward to successful results with your finances for an extended length of time with First State Investment Advisors where an advantageous investment portfolio can be developed.
The basis for making investment decisions at First State Investment Advisors is research on high quality large cap stocks that are suitable for investment in client portfolios. An array of economic predictable methods to project future stock price are developed and maintained by the research department of the Firm that is led by a Chartered Financial Analyst. To formulate a “Gold Chip” list of stocks, a strict criteria is used that is constantly monitored and updated with current financial data. This list is intended to reduce stock price volatility and result in an above average total return on investment which is unique to First State.
Establishing long range financial plans that meet the goals of clients is a priority at First State Investment Advisors. As a financial advisor Tulsa, these comprehensive plans are used to make suitable investments for clients. The financial advisors at First State are always available to clients who have questions about their portfolios. These are kept under strict privacy. A quarterly report is sent to clients showing their stock investments and their performance.
Other entities such as business owners along with individual investors can be aided with sound financial advice from First State Investment Advisors. For businesses, First State can propose tax exempt employee retirement plans such as 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRA for those who would like to improve the loyalty and morale of their employees. Additionally, the Firm can evaluate and manage retirement plans that already are in existence to improve asset growth performance. Advice given by First State Investment Advisors to improve operational efficiency and also be used to increase profitability and positive cash flow.
An appointment can be scheduled today at First State Investment Advisors at www.firststate-ok.com or calling at customer service representative at (918) 492-1361. First State’s prime directive as a financial advisor Tulsa is to make sound investment decisions for clients. These are designed to secure an adequate financial future for clients by producing a reasonable rate of return on assets. Call First State Investment Advisors today where its clients financial situation is always considered.