Our clients believe that our independent, unbiased advice is indispensable in helping make the most important decisions in their personal financial lives.
Our role is to assist in developing the investment strategy and then monitor
It is our experience that significant equity positions are very often expanded due to the euphoria of the market. When in fact there are times that gains should be taken off the table in the form of profits and shifted into more stable assets such as short-term bonds and savings. This is not a timing issue. Instead, it recognizes and captures success.
Since 1982 our approach has been to work with selected portfolio managers
We believe that segregating the comprehensive financial planning process from investment management ensures complete objectivity in serving the needs of our clients.
R.E. Maloney Associates, LTD.
P.O. Box 730 • 31 Coxboro Road
Holderness, NH 03245
p 603-968-2317 • f 603-947-6111