Back to Home
 
 
Welcome to Hylant.com
 
    Wealth Management
 

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.

 

   
Back to Home