Investment Planning

Vantage considers investment management a critical component to a comprehensive, customized financial plan.   We provide a consultative approach to determine our client’s specific goals, desires and objectives.  We focus our fact finding on an individual’s risk tolerance level, time frame, previous investment experience, age, income, etc.   Once a Vantage client, we provide ongoing advice and counsel regarding your portfolio, including fine tuning your assets under management in attempt to help maintain maximum performance within the stated client’s risk profile.

What this means to you is that we can and do offer a variety of products and services on a fee only basis.  Many of our clients prefer this fee-based service rather than paying us via commissions. 

Our Investment Advisor Representatives specialize in:

• Investment Portfolio design
• Customized investment solutions
• A comprehensive investment strategy to help you reach your financial goals

Our Walnut Street Securities Registered Representatives offer a wide range of investment products and are diligent in discerning your financial objectives so the mix of products is best suited to your changing needs.