Folse Financial offers financial strategies designed to meet YOUR needs. We work closely with you, and other advisors to help ensure your goals are clearly understood, and special requirements and provisions are honored.
To all institutions and individuals we serve, we offer:
- Investment Advisory Services through LPL Financial, a Registered Investment Advisor.
- Written Investment Policy Statements to guide all investment decision-making and communications.
- Periodic reviews and rebalancing to keep your individual portfolios aligned with stated objectives and guidelines, and unaffected by style drift and personnel changes.
- Performance reporting, including quarterly manager and market commentaries.
- Cash flow management strategies to help manage any tax exposure.
- Online access to all account information, including performance reports, monthly statements, transaction histories, current holdings, and fee structures.
- Regular e-newsletters, investment presentations, and other educational services designed to keep you and your affiliates as well-informed as you wish to be.
*Rebalancing cannot insure a profit or protect against a loss