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Portfolio Management

Asset Management Philosophy

We use a set of guiding principles that inform and shape an individual's investment decision-making process. Input from Bill needed.

Eggert Financial Management, Inc. is a wealth advisory firm specializing in financial planning and investment managment.  Our mission is to understand your unique financial situation, enabling us to develop a plan to help you achieve your goals.  Our years of experience, knowledgable staff and commitment of ourstanding service combine to support our clients on their journey toward financial success.  

Asset Management Approach

Disciplined investment strategies are the foundation of our investment management process, our objective in actively managing an investment portfolio is to grow in strong markets and maintain values during market declines.   We use a dynamic asset allocation approach driven by facts and rules to help you achieve your goals.

Asset Management Strategy

Input from Bill