Investment Management
Based on Nobel Prize-winning research, Leahy & Clair Financial Management offers a comprehensive and personalized approach to investment management aligned with a client’s risk tolerance and long-term financial goals. By educating clients, we can help them act on intellect instead of emotion and maintain discipline through difficult times.
At Leahy & Clair, we believe there is a new model for investment advice. Not only do we believe the independent, fee-only Registered Investment Advisor model is better for the consumer, but this new model centers on the client – not on the broker or latest investment he or she is selling. While this new model requires a new way of thinking for some, it just seems like common sense to us:
- Diversifies through asset allocation
- Captures asset class returns
- Understands risk – return tradeoff
- Maintains a disciplined investment experience
- Advises the client on solutions, doesn’t sell products
We believe this alternative to traditional transactional investing provides the best framework for unbiased, meaningful recommendations. Because our compensation is directly tied to the performance of your assets, this fee-only structure offers further assurance that our goals are consistent with your best interests.
We manage investment portfolios by aggregating all investment accounts together as one household portfolio. In most cases, this significantly simplifies a client’s life by creating a single point of contact and facilitates overall management of the investment portfolio.
For more information on our Investment Approach, click here.
In summary, we provide:
- An investment strategy integrated with your financial plan and long-term goals at all times
- A strategic investment portfolio design and ongoing management
- Billing as a percentage of the value of the investments being managed
- Account aggregation and one-stop-shop online access to monthly reports and daily values
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