Financial Planning Fairfax
We manage investment portfolios for individuals, households and institutional clients. We are currently working with accounts having assets in excess of $300, 000. We pride ourselves on providing personalized attention to our clients. Our goal is to win clients’ trust and confidence by meeting their financial goals and achieving solid long-term results while maintaining a relatively low level of portfolio volatility. We also help with our clients’ investment planning needs and work with them to identify a solution that best serves their interest and needs, whether it is the need for long-term care, asset protection, tax efficient investing, estate planning, charitable giving or some combination thereof.
Halo Capital Management can be found at 4000 Legato Road Suite 1100 . The following is offered: Financial Planning - In Fairfax there are 15 other Financial Planning. An overview can be found here.