Investment Management

  • Our philosophy is that investment management is part of an overall financial plan, and should not be the only or primary consideration.

    When your Szarka Financial advisor designs your investment allocation, it takes into consideration ALL your individual needs and goals.

  • Each client has a unique set of short and long term financial needs and goals, and our approach to managing your assets reflects that individuality.

    We collaborate with you to design and implement an investment strategy that coordinates with your overall financial plan, objectives and overall risk tolerance.

  • After the investment plan is implemented, we carefully monitor the progress by meeting with you on a regularly scheduled basis.

    By meeting regularly, we can make adjustments to the allocation as needed.

  • Szarka Financial has a fiduciary responsibility to our clients.

    We put our clients’ interests first. Our recommendations are based on what is in your best interest, and helping them meet their long term financial goals.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

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