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Portfolio Mangement

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to first gain a deep appreciation for your situation before offering our recommendations. Through these discussions, we will determine which portfolio allocation is best suited to your individual needs and circumstances.

At Speight Asset Management, we draw upon a broad investment universe to deliver the most effective wealth management plans. We custody all of our assets at Charles Schwab & Co., Inc., providing us with the ability to choose from thousands of top-tier investments.