Chinook provides a strategic investment management plan for each client,
which includes the active management of:
1. Asset class selection (i.e., US core stocks/international
stocks, etc.)
2. Asset class exposure
3.
Individual stock selection and management
4. Mutual fund
selection and management
5. Quarterly tax
reports
6. Quality Customer Service
7. A
comprehensive financial plan
8. Ongoing access to tax and
investment professionals
We rely on our experience and specialized investment management expertise to
create investment portfolios that are tailor-made according to specific client
needs. All in all, we create investment solutions through a broad range of
diversification alternatives that would be the equivalent of hiring two or more
different money managers.
