7900 SE 28th Street
Suite 204
Mercer Island, WA 98040 |
| Phone: |
(425) 646-9292 |
| Fax: |
(888) 855-4887 |
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*As Seen In... Forbes,
February, 2009
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How We Add Value for Our Clients
Our comprehensive management of the entire financial picture sets us apart from investment advisors. While a disciplined and well-reasoned approach to investments is often what attracts clients to Paracle, we provide value to clients in many other ways:
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Peace of mind knowing that finances are being managed diligently and professionally. |
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Time savings and the resulting ability to focus on areas of greater interest or productivity. |
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Improved decision-making through the use of customized analyses and comprehensive reporting tools. |
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Confidence that our advice is objective and unbiased in nature. |
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Direct access to a network of financial professionals and their specific areas of expertise. |
Investment management is a key component of personal financial management. We provide tangible value by:
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Designing and implementing a customized portfolio that meets specific needs. |
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Providing a structured and disciplined investment approach with a transparent process. |
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Minimizing and closely monitoring investment expenses and the impact of taxes. |
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Delivering access to institutional investment opportunities not available through self-management. |
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Rebalancing the portfolio to capture gains and maintain an optimal portfolio. |
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