Arrow Investment Management
Arrow Investment Management is Oklahoma's leading financial planning firm, dedicated to helping clients achieve their financial goals. Our experienced team of advisors are all fiduciaries, placing the utmost importance on ethics and client satisfaction. We craft custom investment, retirement, and goal-based plans with low-fee ETF portfolios tailored to each individual's needs. Our mission is to provide affordable wealth management services to everyone, not just the wealthy. With our lifelong financial planning services, we strive to help our clients generate and preserve wealth for the future.
With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
Related Merchants
Arrow Investment Management
Arrow Investment Management is Oklahoma's leading financial planning firm, dedicated to helping clients achieve their financial goals. Our experienced team of advisors are all fiduciaries, placing the utmost importance on ethics and client satisfaction. We craft custom investment, retirement, and goal-based plans with low-fee ETF portfolios tailored to each individual's needs. Our mission is to provide affordable wealth management services to everyone, not just the wealthy. With our lifelong financial planning services, we strive to help our clients generate and preserve wealth for the future.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
Wynn Capital Management
Wynn Capital Management (WCM) is a highly experienced portfolio management firm that specializes in creating and managing low cost, diversified ETF portfolios. Additionally, WCM leverages equity options for income and risk management strategies, making them an ideal partner for those looking to maximize their returns while minimizing risk. Furthermore, WCM has a very low advisor to client ratio, ensuring that each client receives individualized attention and support. Finally, WCM also offers solutions for tax sensitive investing. The WCM team is comprised of highly qualified portfolio managers with a proven track record. Their mission is to provide their clients with the best possible investment solutions, tailored to their individual needs and objectives. With their expertise in ETFs, equity options, and tax sensitive investing, WCM is an ideal partner for those looking to make the most of their investments.
Miracle Mile Advisors
We are an independent financial advisor firm that specializes in providing sophisticated financial plans using custom portfolios to high net worth individuals and families. We take the time to review and analyze your current portfolio including fees, performance, yield and risk. We then will build a portfolio tailored to suit your specific needs by selecting low-cost, tax efficient ETFs and index funds that include the asset classes needed to achieve the optimal risk return profile. Miracle Mile will proactively manage your unique allocation to mitigate risk strategically. With consolidated performance reporting, we are able to report on overall portfolio performance as well as outside assets in a transparent way. Miracle Mile recognizes that each client is unique and and requires a customized plan based our their specific situation and goals. The minimum account size that Miracle Mile can manage is $1,000,000. We look forward to seeing how we can help!
Paul Marascalco
We manage portfolios using Modern Portfolio Theory. A time tested effective management process that utilizes asset allocation to limit risk as much as possible while creating as much return as possible within that risk spectrum. We employ low cost Exchange Traded Funds and employ Indexes within the Exchange Traded Fund market. Indexing lowers costs without sacrificing return. Indexes have proven to be highly efficient over time. And we know that lowering costs over time helps clients keep as much return as possible. Our firm is a fee based advisory firm. We do not employ commission business or products.
Wealth Engineers
Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.
Deane Retirement Strategies
Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.