As your investment manager, First County Advisors offer highly personalized solutions to help you meet your current and future financial goals. Our relationship begins by getting to know you, your goals and your concerns; then, we provide guidance based on your risk tolerance, liquidity needs and tax consequences.
We meet with you on a regular basis to discuss changes to your portfolio and to review investment performance and goals. Utilizing several research facilities assures you benefit from unbiased guidance. Because First County Advisors does not sell or own proprietary mutual funds, the investments in your portfolio are selected to optimize your goals, not ours, and to minimize risk.
Portfolios with First County Advisors are customized in a variety of ways utilizing individual equities, fixed income securities and mutual funds. Our investment management services are as follows:
- Determine formal investment objective and strategy
- Collect dividends, interest, stock splits and spinoffs
- Obtain and maintain tax cost information
- Conduct regularly scheduled portfolio reviews
- Deliver monthly or quarterly statements
- Provide annual tax information letter (1099)
Since second opinions are prudent, our Investment Managers would be happy to review all of your financial holdings to ensure your overall portfolio is aligned with your investment objective and risk tolerance.
Stay informed about new economic and investment trends by reading FirstPerspectives, a blog for the contemporary investor. Click for details.