Your Financial Planner in Portland
Financial Investment Team is a financial services business specializing in direct asset management. It partners with the tax and accounting services provided by Lewis & Harrison CPA Group. These two companies together add up to a comprehensive tax and financial package in one office. This means that you will be working with a highly trained, experienced and passionate professional that will constantly reach for the highest standards that the changing demands of this economic environment call for. We feel this is the way to provide the service you deserve.
Still, there is no better way to provide the service you deserve than by getting to know you! Once we understand your needs we can aim to provide realistic financial guidance that you can use to help accomplish your investing goals. Put these elements together and you get a firm that considers the impact financial decisions can have on your life and will work to provide you with responsible, educated planning for today and the future.
A fiduciary can be defined as one given the confidence and trust to care for another's finances. The fiduciary standard legally and ethically obligates the fiduciary to carry out the duties with integrity. As fiduciaries to clients that place money under our management, the Advisors at Financial Investment Team uphold this standard. Our clients' needs come first and foremost. Investment decisions are made and implemented in our clients' accounts according to their best interests and always before our own. * Our loyalty is to our clients, not outside influences that can cause conflicts of interest. To help us provide appropriate and suitable investment advice to each client, we have created a framework within our firm and follow 5 basic steps: 1) Gather current information, including liquidity needs, objectives, investment horizon, level of risk, expected return and individual circumstances. 2) Use this information to determine suitability for investment products and evaluate investment options. 3) Select the appropriate asset classes and create a diversified portfolio. 4) Formalize these steps with an Investment Policy Statement and implement the strategy. 5) And lastly, monitor and adjust the portfolio on an ongoing basis.