Managed Money

Experience tells us that a disciplined and diversified approach to investment management provides strong potential for success.  Agrandar Associates offers managed money accounts to individual investors. These are fee-based advisory accounts that combine a multi-dimensional investment approach and multiple choices in how to implement your investment plan. Services are tailored to clients’ needs and include Core Investment Management; Financial Planning; and Comprehensive Wealth Management.

We believe that your approach to investing should not only include diversification among asset classes and strategies. With that in mind, we will track and manage your investment strategy with the following services:

  • Ongoing portfolio management and asset allocation review;
  • Risk tolerance analysis;
  • Tax and cost basis reporting;
  • Diversification strategies.