Whether your goal is personal
or professional wealth, the wealth managers
at Hylant Group can deliver. Our dedicated team
of experienced advisors systematically develops
and implements custom individual financial plans
and business investment solutions.
We provide sophisticated
investment strategies and exceptional service
to corporate executives, entrepreneurs, their
employees and other high net worth individuals.
Our wealth management process consists of four
key elements:
Initial
Assessment
The Wealth Management Process begins
with a thorough analysis of your current situation
and an itemization of pertinent goals and objectives.
We then work to prioritize your goals and provide
a clear course of action for accomplishing financial
success.
Asset
Allocation
The second step in the process
is to determine the Asset Allocation Strategy
– the appropriate mix of stocks, bonds
and cash to be included in your investment portfolio.
Risk tolerance and time horizon are the key
components in developing the Asset Allocation.
Investment
Selection
After establishing the Asset Allocation
Strategy, the appropriate investments are selected.
We offer the full spectrum of investment products,
including:
- Individual Stocks
- Mutual Funds
- Segregated Managed
Accounts
- Annuities
- Municipal / Corporate
Bonds
- Government Agency Bonds
- Qualified Retirement
Plans
- Traditional and ROTH
IRA’s
- College Planning
Portfolio
Monitoring
When the portfolio is in place,
we will continually monitor your investments
providing monthly, quarterly, and annual reviews
detailing risk adjusted returns and providing
comparisons to major indices. Your portfolio
assumptions, such as goals and objectives, will
also be reviewed and any portfolio refinements
will be implemented on a timely basis.
Hylant Financial Services, LLC. and Hylant Group, Inc. securities and advisory
services offered through NRP Financial, Inc.,
member NASD, SIPC. Hylant Financial Services, LLC.
and NRP Financial, Inc. are not affiliated.
Hylant Group, Inc. and NRP Financial, Inc.
are not affiliated.
Hylant Group, Inc. securities
and advisory services offered through Jefferson
Pilot Securities Corporation, 8900 Keystone
Crossing, Suite 550, Indianapolis, IN 46240,
(800)234-6251. Hylant Group Inc. and Jefferson
Pilot Securities Corporation are not affiliated.
