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Investment Management

Life can be busy and complicated, and managing your investments can be a difficult area to tackle. Helping you plan and save for retirement (the journey) and managing your assets for a comfortable retirement (the destination) are equally important. We strive to act as your partner and advocate in achieving your investment objectives.

Andorra can help you save, invest, and grow your money.

Our mission is the effective management of our client's assets by providing best in class investment advice and financial planning services through:

Advising on investments

  • Our investment philosophy is to prudently manage assets though choosing world class managers, carefully selecting individual stocks, and holding a broadly diversified portfolio of assets.
  • Dealing with career and family changes, to preparing for college costs.
  • Choosing investment vehicles, company sponsored retirement plans, SEP IRAs, separately managed accounts, that serve to provide a means to effectively hold your assets in the most efficient manner possible.

Determine a path that will help ensure a successful retirement

  • Strategizing for home, vacation, or other property purchases
  • Creating a detailed budget and mapping out a plan for savings
  • Project potential retirement income objectives and conduct investment reviews to ensure long-term objectives are attainable.

Working with your accountant and estate planning attorney to ensure investment accounts and properties are titled and structured properly

We work with a select group of estate planning attorneys who can assist you to establish trust documents. They can build simple trust to complex estate and wealth transfer vehicles to help minimize estate taxes. We ensure that your assets are held as effectively as possible, to help pass wealth to the next generation.

Independent Investment Management

First, understanding your needs is the first step to providing advice that will help you achieve your objectives. We work to explain our investment strategy and make the process as transparent as possible.

Extensive fundamental research and years of experience allow us to construct portfolios for clients that exclusively serve their best interests, both in the areas of wealth accumulation and capital preservation in a variety of market environments. Being able to explain the current market environment, how we are positioned in our investment, and how this impact client portfolios is our strong suit.

We take our fiduciary responsibility very seriously, and always focus on what is best for you. As a fee-only advisor, our interests are clearly aligned with yours. We will not recommend any investment that we will not hold in our own portfolio.

With advance planning, we can help improve your financial future. Over time, your goals and objectives may change. But, we will be there to help guide you through that process and adjust your investments as the need arises.

We invite you to find out more about us and what sets us apart from other investment advisors.

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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