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Wealth Planning Tailored for your Specific Needs
We take pride in simplifying wealth management for you by developing and implementing specific strategies designed to help build, protect and transfer your wealth to future generation
Wealth Management involves much more than just traditional investment advice. Areas such as financial, estate, insurance, and business succession planning are key components to managing wealth.
As fully licenced Portfolio Managers**, Scott, Don and Andres can construct your portfolio and select the securities in keeping with your Investment Policy Statement.
• Retirees who travel often or have busy lifestyles
Your investment strategy will be designed and managed according to your clearly-documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every single transaction.
This type of Discretionary portfolio management is an ideal tool for many of the following:
• Busy professionals, executives and business owners
• Recipients of inheritances or other significant lump sums
• Individuals responsible for sizable family trusts
• Trustees of charities, foundations and endowments
The Behan Barnum Investment Management Group takes pride in simplifying this wealth management puzzle for our clients by developing and implementing specific strategies designed to help build, protect and transfer their wealth to future generations.
With an aging population, a growing number of our clients are relying on income from their portfolios. We have an established history of keeping our clients; portfolios and their cash flow ahead of inflation and taxes. Income generation is also useful in helping clients with lower risk tolerance achieve their goals and our ability to directly manage portfolio's on a discretionary basis go a long way to freeing up time for retirement fun.
Our team is comprised of six professionals with over a century of combined industry experience. Together, we have the knowledge, expertise and resources available to deliver solutions to meet the needs of our clients and their families.
**These advisors are in possession of among the highest credentials available to investment professionals. They have attained specialized certification,accumulated years of experience advising clients, and demonstrated the utmost in care and integrity with substantial assets under administration