DHJJ Financial Advisors offers financial asset management based on your personal risk tolerance.
- Financial asset management will be based on each client’s financial goals and objectives.
- Proper asset allocation and diversification between equities and fixed income will be based on each client’s personal risk tolerance.
- Preservation of capital is a key component of our asset management process.
- Growth portfolios with capital appreciation and long-term growth as the primary investment objectives are typically managed using equities as the primary investments.
- Portfolios with secure income and preservation of capital as the primary investment objectives are typically managed using fixed income products (i.e., bonds, CDs, and cash) as the primary investments.
Services Include:
When you are looking to grow your portfolio, it is beneficial to work with a Certified Financial Planner to help with all of your life and financial goals:
- Portfolio planning
- Preservation of capital
- Asset Allocation
- Tax analysis
When it comes to growing your portfolio, it is beneficial to have a plan. If you are ready for investment advisory, contact DHJJ Financial Advisors and discover your best path forward.
*Please View Our Written Disclosure Brochure For Additional Information About DHJJ Financial Advisors, And Also Please Review Our Important Disclosure Information.