Our Services
Splizer Invest is a fee-only Registered Investment Advisor aiding clients meet their financial goals. We offer Portfolio Management, Financial Planning and Retirement Plan Strategies. As a fiduciary we prioritize our clients’ well-being throughout the process.
Our main services are listed below; for any of these or if you have any other requests, please do not hesitate to contact us with questions.
Portfolio Managment
When managing client portfolios, we employ a proprietary buy and hold strategy with technical analysis. We assess clients’ risk appetites to determine which of our standardized portfolios are best suited for them. For qualified clients, we offer additional exotic portfolios.
Financial Planning
We provide Comprehensive Financial Planning in accordance with the Certified Financial Planner process. We assist clients in setting financial goals, budgeting, retirement planning, investment planning and provide recommendations on insurance and estate planning.
Retirement Plan Strategies
Whether our clients plan to spend every dollar or leave a legacy we assist clients by creating tax advantage retirement strategies. Splizer Invest believes it is not only how much you save, but how much you keep that is important. With ever changing laws and regulations around retirement accounts, it can be difficult to know the correct decision. We assist our clients maintain their hard-earned money.
Let’s Chat
Whether you would like more information about Splizer Invest or simply have a question, feel free to send us a message in the contact form and we will get back to you shortly. We cannot wait to connect with you!