Investment Management Services
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Evoy Financial Group LLC helps individuals and businesses develop clearly defined investment goals and helps implement investment strategies with those goals as a framework. Through assistance with investment account type selection, investment selection, investment diversification, account rebalancing, risk measurement, and ongoing monitoring, Evoy Financial Group LLC offers its clients a wide range of investment management services.
Some of the more common types of investment accounts where Evoy Financial Group LLC provides advice are:
- Individual and joint investment accounts.
- Trust investment accounts.
- College savings accounts.
- Traditional IRAs.
- IRA Distribution Options.
- Roth IRAs.
Some of the more common types of investments where Evoy Financial Group LLC provides advice are:
- Stocks, bonds, and exchange traded funds.
- Mutual funds.
- Variable annuities.
- Fixed annuities.
- Fixed index annuities.
- Third-party investment managers.
- Real estate investment trusts, business development corporations, and other alternative asset classes.
Evoy Financial Group LLC doesn’t believe in one-size-fits-all solutions for clients. We tailor each investment management service specifically to the client and the goals we help them develop. Only after these investment management goals are established do we recommend implementation strategies to the client.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
No strategy assures success or protects against loss.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.