The Darrow Wealth Management Program

"US investors can no longer afford the luxury of maintaining a purely domestic portfolio in an increasingly competitive world." - Tom Request Your Free Consultation

As a fee-only financial advisor, Darrow's Wealth Management Program encompasses a comprehensive investment management strategy applied to your financial assets. Based on your risk profile and unique set of financial goals and objectives, we assist you in determining an appropriate investment objective used to manage your financial assets.

Our expertise as personal money managers means creating a personal investment portfolio for you of carefully selected equity and bond mutual funds, Exchange Traded Funds or other investment instruments selected to meet your elected investment objective. Your asset allocation is determined based on your investment objectives selected to meet your stated goals and objectives. Our investment management process includes:

Creating a diversified portfolio with an expected rate of return over the long-term that reflects your Risk Profile.
Drawing on the skills of a diverse set of financial professionals who focus on keeping current with an ever-changing marketplace.
Ongoing review that monitors both the financial stability of your investment vehicles and the professional financial managers hired by The Darrow Company to manage those funds or portfolios. The integrity of our investments on your behalf and those who manage those investment vehicles is essential.
Maintaining flexible dynamic portfolios open to global opportunities.
Regularly scheduled reports that track progress and identify potential opportunities, enabling us to make changes as needed to accommodate new requirements, new strategies, or new interests.
A dynamic and responsive investment program sensitive to your needs as they evolve, rebalancing a portfolio, modifying risk, and utilizing funds when a special need arises.

Finally, and most importantly, The Darrow Company, as a fee-only Registered Investment Advisor, does not receive commissions, back-end sales charges, or other fees based on generating transactions. This means that your interests and our interests are aligned.

Our goal at The Darrow Company is to build confidence with our clients. We have extensive investment experience and carefully monitor your investments, ensuring that those investments are placed with carefully selected vehicles, and responding appropriately when, in our view, a change is warranted.

Go to Step 6: Fostering an Ongoing Long-Term Relationship