The Darrow Wealth Management Program
The Darrow Wealth Management Program encompasses a comprehensive Wealth 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 equities and bonds, or equity and bond mutual funds, or other
instruments consistent with your benchmark and risk tolerance goals. Your benchmark is
based on an asset allocation that is custom-designed to help you meet your goals and objectives
and represents our commitment to maintaining your asset allocation in line with this
benchmark until you want it changed. This process includes:
- Creating a diversified portfolio with an expected rate of return over the long-term that reflects your Range of Risk.
- 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.
- The flexibility to respond to short-term issues, such as new tax regulations, when appropriate.
- 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 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 compensation is based on delivering value for our clients.
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 to maintain our best-in-class philosophy.
Contact Us for more information on The Darrow Wealth Management Program and our Wealth Management capabilities.
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