INVESTMENT MANAGEMENT
   

In a world of computerized trading, rapidly-fluctuating currencies, and inter-linked economies, a single bad investment can yield financial disaster. Yet in today’s economic climate, many supposedly "good" investments yield an unrealistically small return.

The financial professionals of The O'Neill Company have never made a pre-programmed investment recommendation. We always begin with a comprehensive analysis of each unique situation. Then we determine the appropriate balance among five key factors--need for income, earning potential, time horizons, level of risk, and need for stability--and make a recommendation accordingly.

As part of our commitment to service, we pay careful and ongoing attention to each client's needs and circumstances, to economic indicators, and to the performance of every investment we sell. In order to help look out for your financial future, we systematically track any new developments as they emerge.

 

 

Mutual Funds
Annuities
Asset Allocation Modeling/Balancing
Investment Counseling
Retirement Accounts