Our Services
Our Company utilizes a two fold approach:
Retirement Planning
Retirement Planning is among one of the first things we address. Our team performs a thorough review of your current portfolio and plan. We then customize a plan based on an assessment of your personal tax needs and risk tolerance. All plans are designed to maximize overall performance, with an emphasis on controlling risk.
Asset Management
What separates Morris, Smith & Hayden is our unique team approach to asset management. Christopher focuses his time on the fundamental analysis of securities using analytical tools for managing assets. Preston focuses his time on technical analysis to identify trends in the market. These technical trends are the foundation for formulating proper asset weightings in a portfolio. Bobby follows trends and assists in fundamentals and technical analysis in the international markets.
Time and Resources
As a boutique firm, we are able to spend quality time on fundamental and technical analysis that fits each of our c
lient's needs and expectations. Our combination of utilizing a team approach with fewer clients also gives us the time to assess the needs of each client on an individual basis.