John H. Slade & Co,. Inc.

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That gnawing sensation. Stock traders try to find optimism but just can’t shake that hidden fear that something bad may lie ahead as equities closed out yesterday’s session slightly down.

Wealth Management

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Managed Accounts: Do you own your wealth, or does your wealth hold you? Once you have reached a certain level of financial security, every hour that you spend researching investments, following the market, and monitoring your portfolio, is an hour that you could spend enjoying your success.

Our process begins by identifying, defining and understanding your investment parameters. Once those parameters are set, our team will work with you to match you to a portfolio most suited to your risk tolerance and investment objectives.

We will assist you in creating a long-term investment strategy. Once the proper investment strategy has been selected, your Investment Adviser Representative will manage the ongoing maintenance, balancing and adjusting while you enjoy your life.

Our portfolios enable you to combine a wide variety of investment options into a single account allowing you to see your total investment performance in a separate statement.


How it Works:

Step One: Identify Goals and Objectives

Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.



Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to work toward your investment goals steadily.


Step Three: Find Your Asset Managers
With your strategy in place, set it into motion by finding the asset managers whose expertise and specialized counsel best suit your needs. Your dedicated Investment Advisory will make the introductions, discuss their recommendations and implement the actions that meet with your approval.


Step Four: Ongoing Portfolio Monitoring and Re balancing
Ride out the daily twists and turns of the market by reviewing the overall performance of your investments against the time frame and strategy you have set.

Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets initially set for the portfolio. If this happens, one or more of the money managers may re balance the portfolio to bring assignments back within the desired range based upon the investment strategy you agreed to with your Investment Advisory Representative.

After reviewing your needs with your investment advisory, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly examined and understood before investing.