Investment Management

At Souders Financial Group, we offer investment advisory services through our own independent registered investment advisor (RIA), Souders Financial Advisors, LLC. This arrangement provides us with access to a full array of non-proprietary financial products, services and resources used to develop and manage our own model portfolios.

Through the use of our model portfolios and other investments, as appropriate, our team of experienced financial advisors and portfolio managers seek to create an investment portfolio tailored to your objectives that can help ensure your assets are strategically allocated, diversified and managed over time, based on your needs and risk tolerance.

Our team approach to investment advisory and portfolio management services helps to ensure you benefit not only from our collective experience, but the many perspectives and specialized expertise our individual team members bring in managing your portfolio.

In constructing your investment portfolio, we seek:

  • Quality investments, offering tangible value and utility
  • Diversification through various assets, asset classes, investment management styles and methodologies
  • Income generating investments that can provide an important component of total return, especially for investors in or nearing retirement.

Complimentary Review