THE MARKET’S OPEN 6½ HOURS A DAY, BUT WE THINK ABOUT IT ALL THE TIME
At the 24/7 Investment Group, we do things a little differently. Our advisors also serve as the money managers for our clients, applying their 40 years of combined experience to select and monitor investments and portfolio strategies. We operate with the highest degree of transparency and accountability, so our clients know what investments they own at all times – and most important, how they are performing.
We have an unwavering commitment to our clients and their best interests, and devote much time getting to knowing them in order to make the best recommendations for their lifestyle. Our team is constantly monitoring the markets to determine when changes need to be made in the portfolios to ensure that they remain aligned with each client’s stated objectives.
We recognize the tremendous responsibility we have for the financial well-being of our clients and take our fiduciary obligation very seriously. Because, at the end of the day, it’s about our clients’ wealth – and the plans and purposes they have for it.
-
Simply put, our mission is to assist individuals, families and business owners in achieving their financial objectives. We strive to manage the financial opportunities and risks you will encounter throughout your life. And we do so through a close-knit working relationship and prudent, comprehensive investment strategies tailored specifically to you.
-
We call ourselves the 24/7 Investment Group for a good reason – because, when it comes to helping our clients achieve their goals, we’ve always got the time.
And time is an important element in what we do. In the financial world, clocks mean very little. When the markets are closed in New York, they may be open in Tokyo or London — which means investment opportunities never sleep. Just as importantly, you’ll find that accomplishing your financial objectives is a timeless process, one that continues throughout your life — and we’ll be with you every step of the way.
Here’s the bottom line: If we’re going to help our clients succeed – and that’s exactly what we strive to do — we can’t afford to “punch a clock.” We’re the 24/7 Investment Group – and it’s time we went to work for you.
Meet our Financial Team
