“Don’t do what is comfortable, do what is right.” -Unknown

Portfolio Management

There are an ever increasing number of investment options to choose from today. Which ones are right for you? How do you determine that? Each type of investment is unique, so we evaluate your overall asset mix based on your needs and risk profile.

At Gleason Capital Advisors, we craft an investment strategy that is tailored to your situation. Our portfolio management approach involves picking the right combination of investments aiming to minimize risk and maximize returns including:

• Separately Managed Accounts
• Stocks
• Bonds
• Mutual Funds
• ETFs, (Exchange Traded Funds)
• Annuities
• Life Insurance
• Indexed Life Policies
• Alternatives
• Private Equity

Contact one of our financial advisors to request a complimentary consultation.