These accounts are your primary Portfolio, whether an IRA or Non- Qualified. They consist of having a Money Manager assigned directly to you for the purpose of investing based on your Family Profile and Your Needs.
These are Actively Managed accounts. Unlike 95% of all managed accounts in the industry, Georgia Advisory Group manages all accounts In-House.
You can talk to the Money Manager Directly. We do not Outsource to Fund companies or piggyback on Institutional Managers that have No Clue what your requirements and family make up is.
These are Fee Only Accounts!
Retirement investments are a crucial part of planning for the future. The best retirement investment companies offer a variety of investment options and retirement investment strategies to help you achieve your financial goals. A retirement investment plan should be tailored to your individual needs and goals, and can include investment retirement accounts, such as 401(k)s and IRAs, as well as other types of investments.
Investment growth is an important factor to consider when choosing the best retirement investments, and a retirement investment advisor can help you navigate the complex world of investment management. The best investment firms for retirement offer a range of investment products and services, and can provide expert guidance to help you make informed decisions about your retirement investments.
In addition, when possible, we Place Option Protections on our positions! This is critical and sets us apart from most firms, as this requires expertise in Options Trading to secure protection in fast moving and volatile markets.
Frequently Asked Questions
This is where we are drilling down to specific investments, equities, EFTs, options, and a host of other vehicles to drive your portfolio. Most firms outsource these responsibilities to money managers because they personally don’t have the time to provide these services. You want a firm that has their own managers in house. Who know your family makeup and can provide specific advice and recommendations based on you. You want a Fee arrangement where they profit as you profit.
- Individual stocks
- Fixed Income
Location and Contact Information
2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA