Investment Strategy Services

Developing an Investment Strategy Based on Your Goals

The investment strategy we develop together guides our decisions based on your goals, risk tolerance, and future needs for capital. It will give you focus, clarity and direction on what we will do for you and your finances. 

Your specific investment strategy may seek rapid growth in which we mainly focus on capital appreciation, or yours could be a low-risk strategy where we focus is on wealth protection. Each individual and/or family will have different objectives. Whichever investment strategy we develop for you, Murray Financial Services uses a set of rules, behaviors and procedures to guide your investment portfolio.

We listen to your needs, and partner with you to create realistic objectives that take into account your risk level with a multi-generational perspective.

Key Principles to Improve Your Odds of Success

We follow 10 key principles the greatly increase our chances for success. Please view the following .pdf to view a well-formatted flow of the principles we follow.

How Murray Financial Services Can Help You

  • Identifying your ideal level of risk
  • Simplifying your current portfolio
  • Reducing your current investment fees
  • Tax sensitive investment strategies
  • Eliminating risks through diversification
  • Employee benefits strategies

Our Process

Learn more about our process as your financial advisor:
As a fee-only financial planner, our compensation does not include commissions. This means we will never try to sell you on financial products or invest your money based on our financial gain. Our fee is based on a percentage of the amount of wealth we manage for you. So, your financial success is directly tied to our success.
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