Your Personal Investment Plan

When building a bridge, you know where you want it to start and where you want it to end.  Then you hire a professional to design and build it.  This analogy applies directly to your investment needs.  You know where you are and where you want to go.  As your investment adviser, we work with you to design the bridge, bring it into being, and move towards your target using all the power of investing.

Meeting With You

Understand

Our investment process begins by supporting intentionality behind financial decisions. How well does our current path reflect what we want to accomplish? How much risk are you taking on, and where are you on your journey?

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Design

We provide personalized investment options based on your financial priorities and expectations. Your Myrmidon advisor will answer questions and guide you to invest only in what you understand.

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Implement & Evaluate

As we make our investment plans a reality, Myrmidon provides updates against projections, automated reporting, and monthly messages. As life unfolds and the markets rise and fall, how are we managing your portfolio, and why?