As an initial step, we at Jolles Financial evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, or survivor income. Next, we create a strategy designed to meet the client’s individual needs and goals.
Our client portfolios are primarily diversified among private account managers, carefully selected to fit the client’s needs. We also may utilize other financial products that include mutual funds, stocks, bonds, ETFs, annuities, or other vehicles. Additionally, our tracking and monitoring services keep clients informed of their portfolio’s performance and its relation to industry standard benchmarks.