Wealth Management

Portfolio Management

Our firm provides comprehensive investment management services by employing a customized asset allocation approach.  At 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.

We also 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 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.

These wealth accumulation goals and considerations include:
 
n  Risk Tolerance 
n  Time Horizon 
n  Liquidity Needs
n  Tax Consequences, and
n  Rate of Return Expectations

We offer a full array of services, including

Customer Service
We also recognize that our clients demand a high level of accessibility and responsiveness. Each client enjoys their own personal client manager who provides exceptional personal service beyond your expectations.

At Ohanesian / Lecours we provide a fee-based investment service and financial planning for both individual clients and institutions throughout the United States.