Financial planning and investing go hand in hand, but only after a plan is developed can investments be selected. That’s why we start our client relationship by developing a thorough financial road map to guide you to your destination. After finding the route, we the determine the best investment vehicles to get you there.
However, many of our clients, millennials in particular, do not want to support companies that make or sell products or services that run counter to their values. That’s why we offer Socially-Responsible portfolios. These investments offer growth opportunities that our clients and their families can feel good about.
When your portfolio is in place, we monitor it monthly to assure that asset allocation and investments continue to meet our—and your—rigorous standards. And although you have easy, secure on-line access to your account from our website, you don’t have to worry about ongoing monitoring and adjustments. We’re on it.
Anton LeMieux employs the highest of fiduciary standards when managing your investments. You can be confident knowing that you a have a team of qualified professionals working hard not just to grow your investments, but to protect them.