Many people find that investing can be challenging and at times tedious. At DeRose FPG, we strive to make investing effortless and stress-free in a way that works for you. Taking into account your life goals, time horizons, liquidity needs, risk tolerance and tax considerations, we can tailor an Investment Policy Statement to help you address your financial needs and the changing financial markets.
Through monthly portfolio appraisals, quarterly performance reports and informative personal letters discussing outlook and strategy, we keep you in the know about your investment portfolio and continually give you strategies for wealth-building, income distribution and preservation.