How We Work

In Plain Language: Working with Andorra Investment Management

"We are not obligated to sell any products and do not suffer from conflicts of interest that plague so many of our competitors" -- Kurt Stabel, Founder of Andorra Investment Management

You are about to take a big step: if you have reached this page you are likely looking for someone you can trust to help guide you and your family into a stable and secure financial future.

You want experience, integrity, someone who understands what you want—and you need someone who will place your priorities above their own as you work together to achieve your specific goals.

As the Process Unfolds

We are strongly committed to meeting the needs of our clients, whether you’re planning a family, changing careers, or planning for retirement: Kurt Stabel and Andorra Investment Management are with you every step of the way.

Time Horizon

Through a series of conversations and exchanges, we will help you quantify your (or your company’s) time horizon—i.e., the length of time over which an investment(s) is made or held before it is liquidated.

Investment Objectives

As we develop your investment portfolio and explore your retirement options, it is crucial that we understand your goal-based plans for your investable assets over your lifetime—that is the key to our giving you sound advice and helping you develop attainable investment objectives.

Risk Tolerance

Your risk tolerance is dependent on many factors, but to some extent it is always influenced by personal preferences. You may have a bias that drives you toward an asset allocation strategy with a high, low, or moderate risk tolerance. It is important to note that there are no "right" or "wrong" answers. But, discussing and understand how behavioral finance can have either positive impacts (being a patient investor) or negative outcomes on your investment results (interpreting "noise" in markets to either buy or sell too frequently) with your financial advisor is extremely important.

The Difference

Creating an effective asset allocation strategy, will have a major impact on investment returns. Andorra Investment Management also seeks to use those investment options that are also low cost. This is always developed around a "client centric" model to help achieve desired investment goals. These factors, when intelligently combined, will produce more consistent results and have a very large impact on total return.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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