Investment Management Services
Investment Management Details:
Jumpstart your returns with a highly-efficient, low-tax and low-cost investment portfolio
Complete a Risk Questionnaire and learn your personal risk tolerance
Receive personalized, transparent service and regular contact
Gain confidence in the management of your portfolio during all market conditions
Attend an exclusive annual lecture addressing the market trends that matter
Build a Better Portfolio with Low-Cost & Tax-Efficient Investment Management
Our evidence-based investing approach maximizes your returns while minimizing your risk, regardless of your investment goals. Portfolios are carefully tailored to fit your individual risk tolerance without sacrificing yield or fund diversity. As a result, we are able to offer strong performance when the market is up and solid protection when it’s down. Cowen Tax Advisory Group’s portfolios are provided by Savant Capital Management, a wealth management firm consistently recognized by Barron’s, Forbes, Reuter’s, and Bloomberg for its excellence.
Anyone can sail when the wind is swift and the sea is calm—the same can be said of managing investments in a surging market. But when the next storm hits who do you want steering your ship, a beginner or a master with a track record of success? Protect your hard-earned principal from clumsy management. Call Cowen Tax Advisory Group for a complimentary investment portfolio review and fee analysis.
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Serving Avon, Berlin, Bloomfield, Bristol, Burlington, Canton, Cromwell, East Hartford, Farmington, Manchester, Newington, New Britain, Plainville, Rocky Hill, Southington, South Windsor, West Hartford, Wethersfield, Vernon, Windsor, Windsor Locks
