Investment Allocation

Investment Allocation

Allocating your investments properly not just for “high net worth” individuals. We help allocate your investments and provide ongoing management of your investment portfolio. Planning investments and managing assets effectively may help to grow wealth and secure your financial future. Craft Asset Management provides investment advice on the following types of investments:

  • Mutual Funds
  • Equities
  • Exchange Traded Funds (ETFs)
  • Exchange-listed Securities
  • Corporate Debt Securities
  • Certificates of Deposit
  • Municipal Securities
  • Options Contracts on Securities

 

 

 

Craft Asset Management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals. Please contact us for a complete description of our asset management services.

 

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com