The role of Kane Investment Strategies is to provide stewardship and oversight as you pursue your financial and life goals. The process includes:
- Carefully listening to you regarding goals, risk tolerance, and time horizon.
- Creating an investment and asset allocation strategy as the basis for your customized portfolio.
- Helping you select the most appropriate investments, which may include stocks, bonds, mutual funds, or recommending professional money management services.
- Conducting regular portfolio reviews and responding to changes that may call for adjustments and updates to your investment plan.
- As needed, we will also coordinate with your other professional advisors including your CPA, attorney, and in some cases, your insurance agent.*
*Davenport & Company LLC is not in the business of rendering tax and legal advice. As such, no one should act upon any tax or legal information without professional advice from their own tax or legal advisors.