Portfolio Management

Customized, values-based investment management uniquely designed to align with your financial goals.

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Investing is about much more than simply adding assets to an advisory account. For most people, the other half of the challenge is managing your emotions, ensuring your decisions are based on facts rather than the feelings that, all too often, can wreak havoc on your long-term success.

At Korhorn Financial Group, we take the time to help you understand the “why” behind every investment decision to help keep your emotions in check and help your blessings grow.

From the start, we take the time to customize your investment approach based on your own goals and values, always keeping in mind the need for change as your needs and the financial markets shift. The market is in constant motion, which means that how your money is invested can have a significant impact on your long-term outcome. At the same time, as tax laws change over time, it is important that your investment strategy continues to work in the most tax-efficient manner possible. While we know the need for change is a reality, we also firmly believe that long-term planning and a consistent approach to investing drives optimal results. Working together, our goal is to define and implement a strategy that is appropriate for you, and then make changes only when absolutely necessary.

Our investment management services include:

  • 401(k) and 403(b) advice
  • Asset allocation & management
  • Customized portfolio design
  • Investment strategy review
  • Portfolio management
  • Investment & insurance integration analysis

Ready to secure your financial future?

Join a Legacy of Success with 30 Years of Unwavering Dedication to Client Satisfaction

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