THE MODERN INVESTING AGENCY

We are a full-service investment management and financial planning firm committed to helping people pursue and realize their financial goals and dreams. We offer a wide range of financial products and services to individuals, couples, trusts, and foundations. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial advice and the action plans to implement them. Great long term relationships based on trust are our highest priority... We segment our service offerings into three broad categories: a) Wealth enhancement; b) Wealth stewardship; and c) Wealth administration.This category encompasses our investment services, and includes the creation of investment policy statements, Monte Carlo simulation risk analysis, asset allocation recommendations, portfolio construction and transition, and ongoing manager search, selection, and monitoring. BEST RIA offers either a discretionary or a non-discretionary..

Also known as: The Modern Investing Agency, LLC