The Heberle, Helm, Ferguson Group has a specific, customized approach to financial consulting and porfolio management.
Our five-point approach allows us to:
Identify Your Goals and Simplify the Account: We listen to your short-term and long-term goals and help you plan for your future income needs
Hire Some of the Best Money Managers: We can help choose and assign some of the best money managers to your portfolio so the "buy and sell" decisions are made by highly qualified personnel. We search through the myriad of investment choices to match your needs. In addition, you will understand the process we undertake in selecting experienced money managers.
Helping You Preserve Your Assets: You need to have the ability to preserve the assets you have accumulated. By educating you on various options, you can choose paths most suitable to your risk tolerance while still allowing for growth.
Provide Performance Measurements: We assess your portfolio performance on an ongoing basis by using unbiased sources to compare performance versus the proper benchmarks and other comparable money managers.
Provide Portfolio Account Reviews: We review your portfolio with you regularly. Results are discussed and assessments are made. We also learn about any changes to your financial status such as an additional child or change in career. We believe the best way to help you increase your wealth is through an open line of communication and the understanding of future financial needs.
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