Investments are a changing landscape. People are living longer and baby boomers are retiring in mass quantities. More than ever, our nest eggs need to last longer.
The burden and risk of investing has shifted from institutions to individuals. There has never been a greater need to maintain an optimum performance on your investments.
Tri City Asset Management concentrates on Growth Investing, a style of investment strategy that focuses on stocks with high potential growth. We also adhere to the Capital Preservation strategy, which is geared toward preventing the loss of an investment's total value
At Tri City Asset Management, our Investment Approach is to focus on quality personalized financial investment advice. Our professionals will complete a personal review relevant to your financial needs, including detailed financial projections. Whether you are interested in Cash Investments (Savings Bank Accounts, Certificates of Deposit, Treasury Bills), Debt Securities, Stocks, Mutual Funds, options, ETF's, or Reits, our research is completed with tax planning in mind. We monitor and review our clients portfolios periodically, keeping their updated goals as our highest concern.
Investment products are: · Not FDIC Insured · Not a Deposit Product · May Lose Value · No Bank Guarantee.