Our Holistic Approach
At Randolph & Associates, we work with “those who have made it and those intending to…”
We do this by maintaining a holistic investment philosophy. By understanding your current financial situation and your beliefs regarding money, we gain a better understanding of your expectations and objectives.
We believe in using the stock market as an investment tool that serves as part of a client’s financial plan. Our understanding of the stock market allows us to develop a personally diversified portfolio for you. Stocks allow us to participate in the innovations and creativity of others.
Our process involves studying the markets, researching companies, and employing a disciplined approach to investing which supports the goals and expectations of our clients.
What is a Portfolio Manager?
A portfolio manager is truly on the “same side of the fence” as you, the investor, with compensation tied to a real incentive to make money for you!
By law, a portfolio manager is a Registered Investment Adviser (RIA) who, in effect, creates a personal mutual fund for you and serves as that fund’s manager. A minimum investment amount is required to open an account with a portfolio manager. This initial investment may come from the transfer of existing investments, cash, or a combination of sources.
As your portfolio manager, Vicki L Wille, RIA, manages your money on an on-going basis at a fee that is usually a percentage of the total amount of money she manages for you. As your investment grows, the manager makes money along with you. If you lose money, the manager loses, too.
A portfolio manager is truly on the “same side of the fence” as you, the investor, with compensation tied to a real incentive to make money for you!
Let’s Have a Conversation
Let’s get together, face to face. I will help you experience — and understand — how your money will grow in the world of long-term investments. Let me show you how much fun it can be!
Call me, Vicki L Wille, today at 702-878-9562. Or click the button below and…