Flynn Financial offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. We create an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then construct a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation.
Flynn Financial, generally limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, UIT’s, Options, insurance products including annuities, and government securities. We also may use other securities as well to help diversify a portfolio when applicable.
Investment Supervisory Services include, but are not limited to, the following:
- Investment strategy
- Personal investment policy
- Asset allocation
- Asset selection
- Risk tolerance
- Regular portfolio monitoring
Flynn Financial evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client.