Investment Advisory

Set it and forget it. It's your money. We just look after it.

1 h

.25% per quarter

Online Session

Service Description

Full-service portfolio management and reporting. We help you construct a portfolio or group of portfolios to meet your various financial goals and investment horizons. Whether it be saving for retirement, a new home, an emergency fund or an education, we'll select and monitor your investments using our proprietary quantitative methods and genuine concern for your wellbeing.

Contact Details

+12039876582

robert.swigert@goodstead.co

Lincoln House 113 Woodbury Road, Washington, CT, USA