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Home > Business & Finance > Investment > Mutual Funds > Jeffrey Sloan
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Jeffrey Sloan
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Expert in:
Mutual Funds
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Rating:
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Languages:
English
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We create customized investment portfolios based on each client’s financial goals, time horizon and risk tolerance. We believe in Asset Allocation as strategy for longer term
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Degrees
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BA, CFP(R), ChFC(R)
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My Expert Service
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Jeffrey C Sloan is a CFP®, CERTIFIED FINANCIAL PLANNER™ professional and a ChFC®, Chartered Financial Consultant. Jeffrey Sloan is owner of an independent, fee only financial advisory firm specializing in retirement planning, estate planning and asset management.
As an independent registered investment advisor, we can make recommendations on the entire universe of investments.
We create customized investment portfolios based on each client’s financial goals, time horizon and risk tolerance. In implementing the portfolio we use a broad spectrum of investments that enables us to diversify the portfolio among asset classes, economic sectors and investment styles.
The process of selecting securities includes analysis of macro-economic factors, business fundamentals, and certain market and individual security technical indicators. We believe it is imperative to use multiple investment specialists for making security selections in diverse asset classes. This is why we conduct exhaustive searches for the best mutual fund and separate account managers to service our clients.
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Experience & Qualifications
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Jeffrey C Sloan is a CFP®, CERTIFIED FINANCIAL PLANNER™ professional and a ChFC®, Chartered Financial Consultant. Jeffery has over 25 years experience in investment management.
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Available Modes Of Communication
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email/chat
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Contact
Jeffrey Sloan
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