Investment Management
Experience the Kind of Financial Relationship That is Right for You
We help you construct and manage a portfolio that is customized to address your own personalized needs.
What Your Relationship Covers
Local, ongoing and comprehensive investment advice, customized around your own unique financial needs.
- Customized Investment Plan with NO sales charge or loads
- Access to thousands of well known Investment Managers and Index Funds
- Quarterly Performance Reports
- Portfolio Analysis and Optimization
- Retirement, Estate and Tax Planning Strategies
- Inter-generational Wealth Transfer
- Customized Client Reviews
- Income Planning
Our Process
- Establish and define the client-advisor relationship
- Data gathering and goal setting
- Analyze and evaluate your financial status
- Develop and presentation of recommendations
- Implementation of recommendations
- Monitor progress and adjust recommendations as needed
Being independent means we work for you and only you! You will have access to industry wide resources, allowing free choice of investment options and customization. We partner with you to develop, implement, and monitor a comprehensive investment plan, designed to help you pursue your own unique financial goals.
"Having access to professional, customized services is now achievable on a level playing field".
What is investment management?
Investment management is the process of creating, implementing, and monitoring an investment strategy designed to help you pursue your financial goals. It involves selecting and managing investments, maintaining an appropriate asset allocation, managing risk, and making adjustments as your circumstances evolve.
At One Tree Hill Investment Advisors, investment management is about more than choosing investments. We take the time to understand your goals, timeline, income needs, and risk tolerance so we can build a customized portfolio designed to support your long-term financial success.
How do taxes affect investment performance?
Taxes can have a significant impact on your long-term investment returns. Depending on the type of investment and account you own, taxes may reduce the amount of growth you ultimately keep.
A tax-aware investment strategy may include considerations such as asset location, tax-efficient investment selection, tax-loss harvesting opportunities, and withdrawal planning. By incorporating tax considerations into your overall financial plan, we help clients keep more of what they earn and improve their long-term financial outcomes.
How do I invest for income vs. growth?
Investing for income and investing for growth serve different purposes and often require different strategies. Income-focused investing generally aims to generate cash flow through investments such as dividend-paying stocks, bonds, or other income-producing assets. Growth-focused investing typically seeks long-term appreciation by investing in companies or assets with the potential for increased value over time.
The right balance depends on your goals, time horizon, and financial needs. For example, individuals nearing or in retirement may prioritize income, while younger investors may focus more heavily on growth. We help clients build investment strategies that align with their unique objectives and stage of life.
How do I check if my investment plan is on track?
At One Tree Hill Investment Advisors, we monitor portfolios and conduct ongoing reviews to evaluate performance, assess changes in your financial situation, and make adjustments when needed. This proactive approach helps keep your investment strategy aligned with your long-term vision.
What fees should I expect when investing?
Understanding fees is an important part of making informed financial decisions. We believe in transparency and work closely with clients to explain the costs associated with their investment strategy and the value they receive. Our goal is to help you make confident decisions with a clear understanding of how your investments are managed.