FINANCIAL PLANNING AND PORTFOLIO MANAGEMENT

FINANICAL PLANNING

Olde World Investments provides clients with advice on various financial planning topics such as cash flow analysis and behavioral finance. A client’s financial plan is as broad-based or narrowly focused as they desire. We will present each client with a summary of our recommendations, guide them in the implementation of some or all of them (per the client’s decision), as well as offer periodic reviews thereafter. In all instances involving our financial planning engagements, our clients retain the right to accept or reject any recommendation we make.

PORTFOLIO MANAGEMENT

The firm provides ongoing supervision of clients’ investment accounts through its portfolio management services. Our portfolio strategy uses fundamental analysis in the selection of ETFs and individual securities. We then match asset allocation to the client's risk tolerance, time horizon, goals, and any special needs.

Please visit the Pricing tab to learn more about our services and cost.