Investment Management

An Independent Investment Advisor with a Disciplined Approach

One way or another, the performance of an investment portfolio always becomes a part of a financial plan.  The growth or availability of assets drives financial and other decisions, and impacts education funding, retirement, and lifestyle options. 

How well your investment portfolio is built and managed has real consequences. Clients of Moldenhauer & Associates benefit from our expert advice and a disciplined approach to investing.  We do not use or recommend proprietary investment products.

We have been planning with a purpose for over 40 years and follow for ourselves the same advice that we give.  In developing an investment plan, we will:

  • Identify and quantify a client’s financial goals
  • Develop and implement strategies to reach those goals
  • Monitor, report on and rebalance investments to stay on plan

When investments are part of a financial plan we have developed for a client, the performance of the investment portfolio will be reviewed during our periodic meetings in the context of overall plan performance.  Our conservative approach to investing means we seek to create balance and a safety blanket for people as they invest; it is not all about risk, it is about balancing risk with safety.

 

 

Contact Us

Phone: 716-662-4361
Toll Free: 800-724-8415
Fax: 716-662-5509
Email: info@moldenhauerassociates.com

6195 West Quaker Street
Orchard Park, NY 14127

Charleston Office:
1399 Madison Court
Mount Pleasant, SC 29466
Phone: 843-972-2551
Toll Free: 800-724-8415
Fax: 716-662-5509

Map & Directions

Disclaimer

Securities and advisor services offered through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AZ, DE, NY, CA, CO, DC, FL, GA, MD, MA, MI, MN, MO, NC, OH, SC, TX, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.