FINTRUST CAPITAL ADVISORS

We believe mindful stewardship requires good listening and a long-term approach to client relationships. As stewards, we are asked to act as the surrogates of our clients in the management of their property and financial affairs. As a result, we work hard to understand our clients deeply, as financial goals and objectives may change over time, but client values do not... Once we have developed a deep understanding of our clients' values, needs, resources, and objectives we work to develop an appropriate asset allocation. Asset allocation is the process of deciding how to divide your investment dollars across several asset categories. Stocks, bonds, cash and real estate are the most common components of an asset allocation strategy. The general goal is to minimize volatility while maximizing return (though asset allocation alone can't ensure a profit or eliminate the risk of a loss). The process involves dividing your investment dollars among asset categories that do not all respond to..

Also known as: FinTrust Brokerage Services, LLC, FinTrust Capital Advisors, LLC, FinTrust Insurance and Benefits, Inc.

Primary location: Greenville United States