Building a Solid Foundation for Your Financial Future
Simplicity is the ultimate sophistication." – Leonardo da Vinci
At Marshall Investment Management, our philosophy is simple: we help you build a solid foundation for your financial future.
We remove the ambiguity from financial planning: this informs our three-fold investment philosophy:
- Establish clear objectives and goals.
- Determine optimal asset allocation.*
- Maintain discipline and perspective for the long term.
We go beyond simply investing our clients’ money – we strive to become a consistent, dependable resource for them. Our clients know we're always available to assist in all of their financial decisions, not just those involving a "grand plan." For example:
- Selling a home
- Changing a job
- Buying a new car
- Financing a child’s education
We get to know our clients – and we want them to feel free to ask us about anything, not just their investments. We emphasize communication; and we always stay in touch. We believe a solid foundation for a financial future is supported by maintaining an ongoing relationship.
Our clients are loyal because they trust us. They appreciate the level of attention and service we regularly provide, along with our commitment to establishing long-term relationships based on trust. We help our clients feel secure in the knowledge that we're taking care of them; and we do this by offering concrete, practical solutions. P
* Asset allocation does not ensure a profit or protect against loss.