CONNECT

Address:

1119 Walnut Drive, Suite 1
Ardmore, OK 73401

Phone:

580-224-9977

Fax/Other:

580-224-9979

Wealth Management Formula

 

 



Ryan Hobbs Investment Services, Inc.

Wealth Management Formula


 


WM = IC + AP + RM

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management


 


IC = INVESTMENT CONSULTING


Investment Consulting = Historical Portfolio Performance Analysis + Risk Evaluation + Asset Allocation + Investment Policy Statement Building and Review + Investment Management + Portfolio Protection


 


AP = WE + WT +WP + CG


Advanced Planning = Wealth Enhancement (tax and cash-flow planning) +Wealth Transfer (transferring wealth effectively; may or may not be within a family) + Wealth Protection (risk mitigation, legal structures and transferring risk others) + Charitable Giving (to the extent you are so inclined)


 


RM = CRM + ENRM

Relationship Management = Client Relationship Management + Expert Network Relationship Management


 

Click here for a graphical illustration

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