The Horseman Group Connection
We are committed to providing you with top notch personalized service. You will deal with us – not call centers or robo-advisors. We know you, your goals and your plan. Over the course of the year, you will receive many touch points from us:
- Periodic calls from our team
- The Prudent Retiree – a monthly newsletters on economic and investment matters
- Weekly economic updates
- Invitations to Market Outlook town hall meetings
- Invitations to investment workshops
- Periodic teleconferences
- Reviews as needed or requested to help ensure that planning benchmarks are being met.
We are also available to answer questions and provide information at any time by calling us at (314) 692-7842.
John, Bill and Jake are focused on the management of client investments. They have combined service of 75 years in the financial industry. Their extensive knowledge and "hands-on" experience brings so much more to bear than simple textbook answers.
Their primary responsibility is risk management and protecting their client's wealth and income. They work through a rigorous planning process with you and then invest in an appropriate portfolio for you. Ongoing research and monitoring of the market is a hallmark of their disciplined process.