Portfolio Management
Rainey & Randall Investment
Management develops and manages portfolios that are customized to your personal
needs and goals. With the complexity of today’s marketplace, it is critical for
us to understand who you are and what you want to accomplish financially. Our
initial meetings with you and the profile questionnaires we have you complete,
help us construct a clearer picture of your personal finances, investment
return expectations, time horizon, and risk tolerance so that we can develop a
successful investment strategy and tailor an asset allocation guideline unique
to your investment objectives.
In meeting with you to discuss your finances and to possibly develop a financial plan, we hope to eliminate much of the guesswork in achieving the security and independence you desire by simplifying your financial alternatives. As a result we will:
- Define and narrow objectives and investment options
- Identify areas of great distress
- Develop strategies for addressing concerns about the future
- Cultivate a peace of
mind
- Identify your overall economic personality