Watch Point Trust Company

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Investment Advice

   
 

Good investment strategies take into account the complex interplay of risk and reward. These strategies also need to be developed with attention to each investor’s personal circumstances, cash needs, and tax tolerance.

At Watch Point, we understand that investment needs are individual to each client. As we inform our clients about market conditions, investment options and alternatives, and expected returns, we also familiarize ourselves with their unique financial situations and goals. Through our personalized approach, our advisors develop a strategic investment plan and portfolio tailored to our clients’ risk tolerances and investment objectives.

With our clients’ goals in mind, we:

  • Perform a net worth analysis
  • Categorize investment assets
  • Identify investment goals
  • Create an investment plan
  • Review and select investment options
  • Analyze taxes and expenses
  • Recommend an appropriate asset allocation
  • Implement each client’s portfolio, if needed
  • Monitor portfolio performance and make adjustments as needed
 
         
 

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