Investment Management
Following the development of the comprehensive financial plan, Flower & Desiderio Financial Group, LLC offers continuing wealth management services to its clients. Our investment management philosophy is to maximize total return (capital gain plus income) within the individual investor’s risk tolerance and time horizon. Our goal is to create and maintain your sense of comfort and peace of mind. The unpredictable volatility of today’s investment climate makes this a challenging task.
We employ a disciplined asset allocation investment strategy, one designed to prudently accumulate wealth while limiting risk. Flower & Desiderio Financial Group, LLC helps you identify your personal investment criteria including specific needs, financial goals and risk tolerance. Flower & Desiderio Financial Group, LLC has chosen mutual funds as one of our primary investment instruments because mutual funds provide investors with market experience, asset management resources and the ability to diversify investments among many corporations worldwide. We strongly believe that a well-diversified portfolio enables your money to make money. We do not attempt to time the stock market. Time in the market is far more important than timing the market. We continually monitor your portfolio to ensure that your assets remain invested in a manner consistent with your criteria.
We offer a full spectrum of money management alternatives including personalized portfolio management services both locally and from some of the nations most respected professional money managers. Together with our clients, we formulate a mix designed to meet specific goals, risk tolerances and expense sensitivities.
Through our strategic alliances, our clients have access to numerous money managers when individually managed portfolios are appropriate. Among the advantages of a managed account are the tax and expense efficiencies that can be derived by utilizing individual stocks and bonds in client portfolios vs. mutual funds. In addition, you have the ability to customize your portfolio by instructing the manager to avoid certain companies or industry groups.
Our clients receive transaction confirmations, performance reports, monthy or quarterly statements and portfolio updates. Of course, we are only a telephone call away to answer your questions.
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Frederic V. Flower, CFP, CPA *Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group |
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