Investment Management At Prosperity
The 6 Step Process
Investment Management Services
Individual Investment Management Services: A 6 Step Process
Prosperity offers professional investment advisory services to the individual investor. We communicate through annual one-on-one meetings, telephone inquiries and quarterly updates and follow our 6 step investment process.
Our 6 Step Process
- Analyze the Client`s Current Financial Condition
- Establish Goals, Risk Constraints and Investment Policy
- Base Investment Decisions on Independent and Objective Research
- Utilize Professional Portfolio Managers and Individual Securities
- Design an Individual Portfolio
- Revise, Rebalance and Update the Plan
Business Financial Services
We design defined contribution retirement plans based on company size and the benefits an employer seeks for its employees. We design defined contribution retirement plans based on company size and the benefits an employer seeks for its employees. Business retirment plans are a great way to provide tax deferred savings for your employees and can also provide payroll tax benefits to companies. Would you prefer to pay your employees or pay more out in taxes? Studies have shown that having the right retirement plan can increase employee job satisfaction and retention.
- Set Up Business Retirement Plans:
- Profit Sharing, 401K, SEP IRA and SIMPLE IRA Plans