Fee-Only Asset Management
The media encourage us to manage our own investments. Truth is, you can easily become overwhelmed with information, and every pop-culture “advisor” has his or her own opinions about what works best. This information overload can be intimidating and fraught with emotion.
The only relevant information is that which takes your entire financial situation into account and recommends strategies right for you, right now.
Workable, ongoing strategies are impossible to create without this level of personal detail, and follow-up is critical. You need a personalized relationship with an experienced financial advisor.
Lucien, Stirling & Gray Advisory Group, Inc. provides specialized fee-only asset management services for clients, utilizing a vast universe of no-load investment vehicles. We combine rigorous on-going research and analysis with an in-depth understanding of our clients’ individual needs and the behavior of the world’s financial markets. We have the capacity to access hundreds of professional money management firms, to provide our clients with the most effective asset management services possible.
We will handle all the minute details of account set-up, asset transfers, investment policy design, and portfolio allocations. As your fiduciary, we will serve your interests, treating your money with the same care and prudence as we treat our own.
Our aim is to do everything in our power to minimize your financial worries, and to maximize your sense of confidence and trust.