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Investment Management Services

Thank you for your interest in Circle of Life Financial Planning. Our managed account plans are designed to help make your investment portfolio work harder toward achieving your goals. We are committed to providing exceptional investment management for our clients. Our approach to management of your investment portfolio includes the following:

  • A personalized investment strategy based on truly independent investment advice.
  • Management of your investment portfolio, including changing money manager, asset allocations and rebalancing as appropriate. We will regularly re-evaluate your portfolio and make changes as your personal goals, risk tolerance, and market conditions warrant.
  • Detailed, easy-to-read performance reports showing your individual account and total portfolio performance and account balances. These include “Year-to-date”, “Last Quarter”, “This Quarter” and “Since Start Date” performance.
  • A quarterly review of the financial markets and our investment strategy, as well as our outlook for the months ahead.
  • Personal assistance on any questions regarding your portfolio, our investment strategy, or your personal financial situation.
  • A comprehensive Retirement Income Analysis, employer buyout analysis, and any other financial planning assistance as desired.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.newbill@cambridgesecure.com   |  810-239-8825