Investment Management

The investment process involves selecting the appropriate investments that fit within your asset allocation strategy and work together to help you work toward accomplishing your short-term and long-term investment goals. At Flagship Private Wealth we provide personalized, comprehensive investment and portfolio management strategies that are designed to work toward meeting the needs for each individual client.

  • Are my investments too risky for the current economic environment?
  • How do I generate more income from my investments?
  • Should my current investments be changed due to lack of performance?
  • How much stock (equities) should I have at my age?
  • Is my current management fee reasonable and customary?

Products: CD’s, Money Market Funds, Mutual Funds, Exchange-Traded Funds (ETF’s), Stocks, Bonds, Tactically Managed Accounts, Separate Accounts, Real Estate, Private Debt and Equity, Alternative Investments, Fixed Annuities, Variable Annuities, Indexed Annuities