TREK FINANCIAL

There are many ways to approach investing, but the biggest consideration is if the way you are investing fits you, your risk tolerance, timeline, and goals. We help our clients design their investment journey, adding in both their short-term and long term goals, then creating an investment portfolio and retirement income plan based on this journey... The portfolios we design for our clients are dynamic. This means that we actively manage your investment plan, constantly monitoring the market and economy, and maintaining the ability to adjust your portfolio at any time, if your plans or goals change... This is what we do. We help our clients set a course for the long term, based on a defined investment policy and target asset allocations with an eye on major financial goals.

Also known as: Trek Investment Fiduciary

Primary location: Medina United States