Everest Financial Services, LLC.

Investment Management

You have life goals that can be expressed in financial terms – comfortable retirement, educate your children, maybe even buying that boat you’ve always wanted. The question that you have is how do you get there? The key is to develop an overall investment plan that will be directed towards the achievement of your long-term financial goals. We will help you implement a disciplined, long-term investment strategy through the selection of professional investment managers that we have identified through extensive due diligence as appropriate to your specific situation. We will then monitor progress against the plan to ensure achievement of your financial goals.

Our Approach

Investment planning is a complex process that requires you to make significant decisions regarding you, your family, and your financial goals. Our Investment Advisory Services can help you develop integrated investment strategies to enhance your financial position, taking into consideration your risk tolerance, expected returns, time horizon, and preferences.

Once your current financial situation, goals, and expectations have been thoroughly analyzed, our professional advisors will assist you in the development of an Investment Policy Statement which will provide the overall framework for the implementation of your investment objectives and will likely improve your investment return and reduce the volatility of your portfolio over time.

You can be confident that we’ll conduct a formal due diligence process when selecting your investment managers and other implementation solutions. The combination of using the highest quality institutional managers and developing a tax-efficient strategy helps ensure that your portfolio is performing to your best advantage.

You will receive:

A personal investment policy statement based on your assets, long-term goals, and, if appropriate, the value of your business assets.
Implementation of specific investment strategies to match your asset allocation priorities.
Performance tracking of your portfolio.
Rebalancing of your asset mix when appropriate.
Periodic meetings with your planner to update you on your portfolio and, if necessary, realign your investments. At year-end, we will analyze your unrealized gains and losses, and suggest appropriate strategies.

How You Will Benefit

We will implement solutions that match your asset allocation strategies.
We ensure the optimization of your return by taking into consideration the tax consequences of all your investments.
Our planners work with you to develop investment strategies that follow proven portfolio management theories.
You will receive fee-only investment management.
We will compare your existing investment portfolio to the new portfolio.