INVESTMENT MANAGEMENT
Aligning your dreams and risk tolerance
Individuals and families depend on the assets they accumulate over the years to sustain them later in life - in retirement or in an event of an unforeseen need. Not everyone has the time, skills, or patience to monitor and manage those assets. Great River Investments, LLC combines total planning to develop your goals, including discussions on debt, insurance, estate, college savings, and cash flow projections.
P R O C E S S
Great River Investments, LLC, will partner with you to:
- Determine your investment goals
- Help guide you to a recommended portfolio mix of assets
- Build your portfolio
- Manage and monitor the portfolio
- Measure performance and manage risk
- Review, discuss, and recommend changes to the investment management strategy
Legal Disclosure
Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. Great River Investments, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Marvin Thomson at 319-576-2264 and mthomson@brokersifs.com.
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2723 Mt. Pleasant Street, Suite B
Burlington, Iowa 52601
319-576-2264
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