Voit & Company, LLC
A Registered Investment Advisory Firm
We offer investment advisory services for individual clients, trusts, corporations, charitable organizations, pension and profit-sharing plans and sub-advisor services to other investment advisors:
- We build a customized portfolio after we meet with you and learn more about your objectives, risk tolerance and the expected time horizon for the investment. Managed accounts offer ongoing monitoring as part of our standard services.
- Investments are made in individual stocks, bonds and options; option investing may also be used in a portfolio to seek additional income or to mitigate downside risk when market volatility is expected.
- Tax efficiencies are carefully considered in the disciplined investment process that we have developed and utilized for over 30 years. We are also happy to coordinate tax planning with your accountant.
We believe strong, long-term relationships are borne out of exceptional efforts by our firm to understand each client’s needs and objectives. We listen closely to our clients, offer face-to-face or telephone conference meetings, issue quarterly commentary on hot topics and are honored to be a trusted resource for questions. Each member of our firm strives to make the practice of outstanding service a core value of our business.
We focus on monitoring investment portfolios allowing our clients more time to enjoy life.