We help our clients pursue their investment goals through careful advice, astute portfolio management and access to the capabilities and network of Ivory Wealth Management Team. We strive to fulfill our motto of “Our Values Go Beyond Numbers” with every client.
Our Approach
We take a holistic view of our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives, attitude toward risk, and then develop a suitable, specialized investment plan for each unique individual.
To execute the plan, we offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. Through it all, we offer attentive service and personalized consulting; and as a client’s goals change, we can adjust his or her wealth management plan accordingly.
Our Team
The commitment to clients is the core of our business.
We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join Ivory Wealth Management, they begin a rigorous training curriculum that puts client’s objectives, attention to detail and the passion for helping others first and foremost. We aim to make each of our clients feel as if they are part of the Ivory Family.
Services
To address our clients’ needs for income, estate planning, gift planning; we offer various types of accounts. Whether you are an individual, a small business or a corporation; we have a solution for each unique situation. We actively manage each portfolio to give us the flexibility to overcome any challenge that may arise.
A relationship with Ivory Wealth Management begins with a conversation – Contact Us here.