INVESTMENT MANAGEMENT IN WALPOLE, MA & SURROUNDING AREAS

At Statera Financial we help our clients by developing personalized investment strategies that are consistent with our client’s long-term goals, tolerances, and timeline. We provide portfolio management, rebalancing, and ongoing monitoring and reporting.

In most cases, the overall purpose of investment management is to establish and increase one’s net worth through carefully planned financial decisions. But on an individual basis, the precise goals of a given client can vary significantly. The Advisors at Statera Financial will take a holistic view of your financial situation and clearly define your end goals. Once these factors are determined, we will help guide your financial direction by offering a professional helping hand that can prove invaluable as you seek your financial freedom.

At the end of the day, we will manage our client’s portfolio by making decisions about investment mix, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. We will work with our team to determining strengths, weaknesses, opportunities, and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.

 

Figure out your risk tolerance by giving us a call today at (781) 540-1733

 

Services are offered through Statera Financial, LLC, a Registered Investment Advisor in the State of Massachusetts. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.