Investment Management Services

While we at Raskob Kambourian Financial Advisors prefer to engage a client by providing the full range of financial planning services, we will contract to provide only the investment management component.

We start by determining the clients risk tolerance, timeframe, and investment objectives. This forms the basis for an appropriate target asset allocation (TAA) unique to each client.

tucson-investment-management-servicesExisting assets are adjusted (with tax consequences in mind) over time, to meet target asset allocation. The portfolio is reviewed quarterly and rebalanced annually.

Quarterly reports are provided and meetings are scheduled periodically to review investments. Securities used to build portfolios are selected by our Investment Committee and include individual stocks, individual bonds/CDs, and no-load mutual funds. < Please see Investment Approach >

Tucson Investment Services
Raskob Kambourian Financial Advisors, LTD.
4100 N. 1st Avenue
Tucson, AZ  85719