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Asset
Management Account Highlights
- Comes choice of Gold or Platinum
- Check Writing
- MasterCard® debit card - Consolidated statement
- Borrowing power against brokerage assets
- Dividend reinvestment
- Tax-lot accounting,
- Optional bill payment service.
The premiere Platinum account offers added features such as an:
- IRA with no annual maintenance fee
- No-fee ATM access
- 24-hr customer support.
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Advisory Services
Goal
of the Investment Advisor
At Bannon, Ohanesian & Lecours, our goal is to help you grow and preserve your assets. While portfolio
performance depends on many factors, our strategy seeks to minimize
volatility while pursuing long-term growth. We do this by ensuring proper diversification
of your portfolio.
We offer the highest standards of
quality, integrity and customer service and our combination of resources and
experience makes us uniquely
suited to meet the special needs of our clients
Click here for more information
on our Advisory Services
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Portfolio
Management
At Bannon, Ohanesian Lecours, we believe it is important to understand
your specific investment needs. Each investor has different objectives such as
wealth preservation, current income, growth of assets or minimizing taxes.
At Bannon, Ohanesian & Leocurs, Inc., we manage assets based on the investment
objectives of the client.
These goals and considerations include:
> Risk Tolerance
> Time Horizons
> Liquidity Needs
> Tax Consequences, and
> Rate of Return Expectations
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Investment Approach
At Bannon, Ohanesian & Lecours, our approach
to investing is straightforward. We seek to manage your assets in a way
that helps you meet your investment goals without exceeding your specified
level of risk.
Click here for more information on our
Investment
Approach
Investment Process
At Bannon, Ohanesian & Lecours, we work with all of our clients to determine their personal goals
before we make a single investment on their behalf. The way we manage your
money depends on your needs and objectives.
Click here for more information on our
Investment
Process
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Investment Management Programs
As a Registered Investment Advisor we can
offer a wide variety of investment management programs that include:
> Stock and Bond Portfolio Management
> Balanced Portfolio Management
> Portfolio Analysis, Design
and Review
> Mutual Fund Timing
> Mutual Fund Management
> Asset Allocation Models
Click here for more information on Fee
Based Options
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