Investment Advice

Investing is only one component of financial planning though certainly an important one. Christman Financial Advisors allocates assets among the major classes of cash, stocks, bonds, real estate and commodities if appropriate. Stocks are divided between domestic and foreign; large to small capitalization. We further divide domestic stocks into growth and value styles. Bonds are divided by short, intermediate and long-term duration. We use real estate investment trusts (REITs) for the real estate component of a plan.

In order to keep your expenses to a minimum, we strive to utilize exchange-traded funds (ETF’s) and no-load mutual funds as a basis for your portfolio.

Investment management ONLY services are crafted under the project based agreement. A flat fee is quoted based on the asset value to be managed and will be reviewed on a yearly basis.

Investment management services are included as part of the Financial Fundamentals program for only those assets held by the custodian of Christman Financial Advisors.

Investment management services are included as part of the Wealth Management Services. This includes reviewing and recommendations for any held away assets (assets held at a different custodian not used by Christman Financial Advisors).

To discuss your goals and explore the possibility of working together please Schedule A Call.