Investment Advisory
Achieving financial success is a complex and can be a confusing process to even the most experienced investor, one that requires a significant amount of time, knowledge and resources. Many affluent investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional strategies and leverages the expertise of highly-skilled professional investment managers.
Shoemaker Financial offers this kind of approach. Our services are designed to help protect and enhance your wealth, with an excellent level of personalized service. Working with us, you gain access to a quality roster of independent investment managers who offer a variety of investment philosophies, styles and areas of expertise.
What distinguishes our program is its personal emphasis. It is built around you- your goals, time frame and tolerance for risk. As your needs change, our ongoing management process helps ensure that your investment portfolio evolves with you. The result is a well-tuned asset management process designed to respond to your individual needs while also responding to the dynamics of the capital markets.
The Investment Advisory (IA) Department provides asset management services to Shoemaker Financial’s internal and external clients. These services include, but are not limited to, preparation of reports, execution of trades, processing of new account and existing account paperwork, communicating market updates, and providing critical research of economic, market and fund specific factors. The IA Department strives to meet important turn-around standards for each client understanding the time-sensitive nature of investments.
