Investment Management

Grow, preserve, and protect your hard-earned wealth

Investment Management

Helping You Invest With Integrity, Discipline, Clarity and Understanding

Our comprehensive investment management services include:

  • investment selection,
  • asset allocation,
  • portfolio design and diversification,
  • retirement portfolio transition planning, and
  • ongoing advisory services and recommendations

We use no-load mutual funds, exchange-traded funds (ETFs), and individual stocks within our investment portfolios.

What Do We Do?

Our Investment Management Services Include Personal Assessment and Understanding of Your:

Goals & Objectives

Requirements & Situation


Time Horizon

Asset Allocation & Diversification


Portfolio Rebalancing

Ongoing Portfolio Management

Our Investment
Management Services

 We tailor our services to align with your specific objective, timeframe,  and risk profile - regardless of the size of your investment portfolio, net worth, or income.  We believe this policy allows us to serve any prospective client in need of trustworthy financial advice.  We offer a free, no-obligation Introductory Meeting for purposes of helping us get to know you and understand your unique situation and goals.  Contact us today to learn how Staib Financial Planning, LLC can help you achieve your financial goals.