Our primary goal is to assist you in the process of defining your financial needs and objectives and implementing a sound investment strategy to achieve those goals. We work individually with each client to get to know them personally to develop a relationship of mutual trust and respect.
Long term financial goals may include having funds to provide for a comfortable retirement, providing for your child’s college education or wedding, traveling, philanthropy or just financial independence and freedom.
Implementing an investment strategy requires professional knowledge and experience to assist in the selection of appropriate financial instruments to create a portfolio that best suits your financial needs. To create a diversified investment portfolio, we consider a diverse range of investments that can include Exchange Traded Index Funds, Mutual Funds, Stocks, Bonds and Money Market Funds.
Once created, we will monitor your portfolio and make suggestions based on the ever changing global financial and economic conditions. Knowledge of how various investments respond to changes in interest rates, the dollar, oil prices, and the overall economy are critical in the process of developing an investment strategy. Flexibility in adjusting the components of a portfolio are equally critical in management investment risk.
A.G. Quintal Investment Company Inc. has the latest technical tools and software to continuously monitor your investment portfolio. We obtain unbiased research from a wide variety of sources to help provide continuous and independent opinions on the outlook for the economy, markets and individual stocks.
We welcome the opportunity to meet with you to discuss how we may be of service to you and your family in achieving your financial goals.