Investment Advisory Services

Raines & Fischer can take over the responsibility of putting your wealth to work for you, leaving you to focus on what you do best.

Being successful in business doesn’t necessarily mean you are an investment genius. Many of our clients prefer to concentrate on making money in their professions and leave the investment decisions to a finance expert. If this is the case for you, Raines & Fischer offers investment advisory services and has the bandwidth to handle your investments in the same personalized and diligent way that we handle your taxes and other financial issues. Your portfolio is still fully in your control, and can be tailored to any goals you have.

Services include:

• Offering investment advice for those who trade their own accounts, but want a little professional guidance
• Setting up a portfolio that meets your investment goals and needs
• Tracking your investment portfolio to ensure the investments still match your desired strategy and risk tolerance
• Evaluating a potential private equity investment
• We work with a number of professional money managers and advisors who specialize in the various forms of investment such as fixed income, equities, covered call options trading, commodities and alternative investments.