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 Advisory services are included as part of the wealth management services.

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