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Investment Management |
| Todd Pfleger Financial Services
is a Registered Investment Advisor providing individuals,
trusts and institutions with personalized investment
advisory services tailored to meet specific financial
goals and objectives. We work closely with our clients
to determine the appropriate asset allocation between
stocks, bonds and cash. |
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| Our investment
management engagements encompass three phases: |
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Initial financial planning
investigation that focuses on identifying goals,
time horizon, liquidity needs, risk exposures
and taxes. |
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Implementation phase
to implement the recommendations. |
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On-going monitoring and
planning phase to continuously monitor the
progress of the plan. |
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| Our Investment Philosophy
is based upon: |
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Diversified
Long-Term Strategy
Reduce market risk by employing a diversified, long term, buy-and-hold strategy.
Not influenced by current fads or market timing. |
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Low
Cost Investments
Construct portfolios with low cost no-load mutual funds and Exchange Traded
Funds (ETFs). |
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Broad
Based Index Styles
Adherence to a disciplined, equally balanced, asset allocation based on well-known
indexes. |
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Impartial
Advice
We operate on a “fee-only” basis. We do not sell any investment or
insurance products, nor do we have any affiliation with any brokerage firm or
insurance company. We do not receive commissions for products that we recommend
and we are compensated only by fees paid to us by our clients. This prevents
potential conflicts of interest and ensures that you receive impartial advice.
Todd Pfleger is a CPA and Registered Investment Advisor (RIA) and as such is
required to exercise his best efforts to act in good faith and in the best interests
of the client. |
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