Our Investment Approach

Our Investment Approach

At First Security Group, we take a highly-personalized approach to developing and executing your investment plan which includes the following steps:

  1. Clearly define your investment objectives
  2. Thoroughly understand your attitude about risk
  3. Carefully construct a long-term strategy based on your investment profile
  4. Identify investment options for your specific strategy
  5. Construct a customized investment portfolio
  6. Monitor portfolio performance tied to your specific investment objectives

Because we answer only to our clients, we are able to match them to the marketplace of available investment products and services, rather than having to fit them to some predetermined list of products.

In constructing your individual portfolio, we select from the broadest possible range of investment vehicles, including: stocks, bonds (government, municipal, and corporate), mutual funds, exchange-traded funds, options and annuities.

Meet Stephen

Have you met Stephen?

He has a wealth of experience in the financial services industry.

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