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Shelly Huffman Email
Operations Manager . Portfolio Strategies
Tacoma, WA
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Many investors today feel caught between a rock and a hard place. They want the security that fixed-rate investments can offer, yet still seek the potential high performance of equities. If a portfolio is left to depend upon an unmanaged buy-and-hold strategy, its value is at the mercy of the market. • Portfolio Strategies offers a managed alternative to buy-and-hold • Client accounts are actively managed and monitored on a daily basis • The manner in which our programs approach risk management is what gives each its own, independent character. We encourage your interest and welcome the opportunity to discuss the importance of active, professional money management with you, as it applies to your own investment objectives. Please address this with your account representative or call us directly at (253) 383-1676 or (800) 959-2001.Portfolio Strategies Address
621 Pacific AvenueTacoma, WA
United States