At Angart Investments, our process begins and ends with you. We review and consider your financial circumstances to provide an informed framework for decisions. We develop a personalized investment policy designed to invest your portfolio to meet your long-term financial goals. Angart & Co. provides investment management services for retirement plans, education funds, estates, trusts, and general personal assets. Angart & Co. will invest client funds only in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and government securities. These assets are in the client’s name, in a custodial bank or brokerage firm. Client assets are never in ANGART’s name.
Assets are anything that generate income, or are purchased and sold, such as stocks, bonds, or certificates of deposit. Asset classes are groupings of assets with similar characteristics and properties. Examples of asset classes include large-cap stocks, small-cap stocks, corporate bonds, and government treasuries. Every asset class has distinct characteristics and may perform differently in response to market changes. Therefore, careful consideration is made to determine which assets you should hold and the amount you should allocate to each class. Factors that influence the asset allocation decision are your financial needs and goals, the length of your investment horizon, and your attitude toward risk.
Our wealth management services include:
- Proactive and ongoing asset management.
- Detailed analysis of the current investment portfolio.
- Development of a specific asset management strategy.
- Personalized consultation to define your unique goals and risk tolerance level.
- An initial financial plan that is updated periodically.
- Consolidating accounts and ensuring proper titling.
- Updating beneficiary designations.
- Unlimited email and telephone communications, in addition to periodic review meetings, in person or virtually.
- Fees are calculated as a percentage of assets under management.
