Investment Portfolio Management


Our team of experienced financial planners will do the hard work of managing your investment portfolio, while you reap the rewards. We’ll do the research and select the investments to bring together the right mix of assets for you and your goals. Do you need to be in a separately managed account (SMA)? An exchange-traded fund (ETF)? Perhaps a good old-fashioned mutual fund? Or maybe all of the above. If you don’t know, don’t worry! Our financial professionals are here to translate your aspirations into just the right mix of financial vehicles to get you where you want to be.


UnionState Financial Advisor