How We Invest
Tax Efficient & Value-Oriented Investment Strategy
At First State Investment Advisors, our unique investment strategy sets us apart from other investment management firms. Our approach begins the moment you walk through our door. Your unique needs and circumstances coupled with our own independent research and proprietary investment strategy deliver high-quality, quantifiable results.
As your portfolio manager, we also serve as your resource for market research, predicted outcomes and investment strategies. Through every life change you experience, you will receive sound financial counsel.
The result is a tailored portfolio managed by a personal and local advisor with incentives aligned with your success, and we believe that’s the way it should be. Give us a call or stop by our office to learn how our investment strategies can begin making your investments work for you.
THE ‘GOLD CHIP STANDARD’
Our approach reduces your worry in the chaotic financial environment and produces quantifiable results for your portfolio.
RESEARCH STRATEGY
In a balance of science and art, our methodology is built on the foundation of a detailed research strategy.
SAVINGS < $50K
SAVINGS < $50K
We understand developing an investment strategy can be overwhelming. Let us help you get a handle on your money management, so you can get back to your life.
SAVINGS $50K – $100K
SAVINGS $50K – $100K
At this stage, we know portfolio management is likely a top priority for you. Learn how we can put your investments to work for you today, so you can always look forward to the future.
SAAVINGS > $100K
SAVINGS > $100K
A personal and local advisor who has market expertise and a proven investment strategy fits the bill for your needs. Let us help you plan more confidently, diversify your portfolio and grow your wealth.