The Total Package
Randy Koehler,
Certified Financial Planner
Registered Investment
Advisor Associate
Finally, we believe
that using Disciplined Investment Strategies
alone
might not be enough to ensure the best possible performance. We begin
our
investment process with the creation of a “model portfolio”, which
consists
of the Disciplined Investment Strategies.
Once the portfolio is established, we then apply Pro-Active Portfolio
Management.
We welcome your call at
800.347.0650
to schedule an office visit to learn if our methods will work for you. We
will show you the details on the formulas we use. See why
ninety-eight percent of our clients believe this method is worth coming back
for, year after year.
