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Customized Portfolios for Retirement

Kades-Margolis Capital, LLC is proud to present Money by Design Platinum Advisory Service. This program enables you to diversify among several different investment styles and asset management approaches using mutual funds and an investment advisory service. Platinum offers portfolios for multiple levels of risk, shifted and allocated within various investment strategists’ investment philosophies.

Program Highlights:

  1. Diversification by investment style
  2. Continual review of portfolio holdings
  3. Ongoing review of asset allocation revisions
  4. Ongoing implementation of portfolio changes
  5. Automatic risk adjustment

 

Fee-Based Advisory Services

As your financial world becomes increasingly complex, we at
Kades-Margolis can provide you with fee-based investment advisory services to help manage your assets. Our team of financial advisors offers the experience, independence and integrity to help you with your goals and objectives.

We at Kades-Margolis provide a systematic and comprehensive process for managing your financial life and creating a long-term plan that is customized to your personal values and financial goals. We will review all the phases of your financial life, from asset growth and accumulation to retirement planning, estate planning, risk management, business planning, and taxation. Our team approach to investment and advisory services means that we work with you on an ongoing basis to monitor and manage your investments, and we continually look for new and creative ways to grow your wealth.

If you seek more in-depth consulting like budgeting, income planning, risk management concepts, and general financial planning, particularly if these are ongoing needs, you may find an investment advisory solution to be more appropriate than a product-based solution.

If you would like more information, please call Kades-Margolis at
(800) 433-1828, ext. 4. You can also email us by clicking here.
We will have one of our financial advisors contact you.

 
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