"The cornerstone of our asset management philosophy is built upon the core belief that we must provide an objective perspective on the vast spectrum of investment options. Portfolios are tailored to help pursue our clients’ unique financial goals, in accordance with their asset allocation strategies. Developing an investment plan is based on the implementation of our investment process.”
We believe…Helping you clarify your goals is the first step towards achieving them.
You have a greater chance of achieving your goals if they are documented.
Success is best measured by whether or not we reach your goals, not by performance alone.
Market timing and short-term speculation are inappropriate for serious, long-term investors.
Asset allocation is an effective strategy in designing an investment portfolio.
Successful investors have a long-term time horizon and are fee and tax sensitive.
Clients benefit when we provide the highest level of quality services in a dynamic environment.
Our role as a Wealth Manager is suited to helping our clients work towards their goals.
No strategy assures success or protects against loss. Asset allocation
does not ensure a profit or protect against a loss.
Ivy Financial Group - Toll Free: (800) 692-6802 Fax: (800) 692-6802 - email: info@ivyfinancial.com
4605 Pewter Lane, Manlius, New York 13104
