Your Cornerstone to Building a Solid Financial Foundation
When choosing an investment advisor, it is important to look for someone who will work with you, not just for you. Our team can be a trusted partner to help you set clear investment objectives and design a sound strategy to help you achieve them. Combined, we have over 48 years of investment industry experience. Combining this experience with the unparalleled resources of National Bank Financial, recognized as the 5th strongest bank in the world by Bloomberg Magazine in 2011, provides for a very safe partnership. We are true believer’s that Capital Preservation is the single most important rule in investing. In taking the time to thoroughly understand our clients’ ambitions and appetite for risk, we create a customized investment strategy that works to minimize risk and maximize returns.By providing our clients with the expert guidance they require and the service they deserve, our teamstrives to replace any concerns you may have about the future with the confi dence and security that comes from knowing you’re in good hands.
At Streu-Krahn Wealth Management Group, Capital Preservation,
Income Generation and Fees are the most important rules in investing.
Capital Preservation – We carefully analyze and vet
all investment decisions to ensure they are
consistant with our clients risk tolerance and long
term financial goals.
Income Generation – Virtually every investment
held pays an income to help create income during
retirement or increase the value of a portfolio.
Income generation is a core piece of any balanced
Fees – A competitive and transparent fee
structure is essential to maximizing real returns
within a portfolio. In today’s low rate environment,
fees are as important as ever.