Investment Planning : Ostberg & Associates Financial Services and Insurance

Investment Planning

“Shareholder advocacy and community investing are crucial when it comes to investing socially responsibly.” 

In our role as financial advisers, we are bound by the highest standard of conduct, which is to always act in your best interest when providing investment advice.

Portfolio Management Services

Through Eagle Strategies, we have access to top money management firms so that our clients receive the same portfolio management services as many institutional investors. Often our clients aspire to help fund a child's education, leave a lasting legacy or retire in a financially secure manner.

For our investment advisory clients, we provide professional investment advice and personalized investment strategy. Whether seeking a tailored, professionally managed portfolio, or the convenience and simplicity of a diversified mutual fund program, investments should focus on meeting financial goals.

When determining the portfolio management strategy for our investment advisory clients, we should consider current and future growth objectives, income needs, time horizon and risk tolerance. As fiduciaries, these considerations form the blueprint for developing a portfolio management strategy.

Socially Responsible Investing

Our firm can work with you to consider Socially Responsible Investing (SRI). SRI is an investment strategy that integrates social and environmental criteria into the decisions on your portfolio construction, which allows you, our client, to invest in a manner that aligns with your values. Through an overlay within the Unified Managed Account (UMA) program or the selection of holdings within a Rep Directed program you can invest in a manner that is important to you, and us, and helps bring meaningful change.

Typical Portfolio Management Process