The Jeffrey Group unites the best traditional investment advice with diversified strategic assets to deliver comprehensive portfolios that achieve your income stream goals in retirement.
In today’s financial marketplace, the strategy for achieving results for an individual has evolved. Advising high-net-worth clients requires a mix of perspectives to establish a balanced portfolio that accomplishes your unique goals.
The myriad financial instruments available today present an opportunity to create deeply personalized portfolios. Our approach enables us to identify a creative mix of these instruments to develop a portfolio that is disciplined and rooted in fundamentals yet modern and open to emerging opportunities.
We proactively evaluate the financial landscape to consistently track opportunities, as well as threats, so that we can respond accordingly.
Achieving income goals in retirement requires insights, direction, and capital market expertise. Reaching the retirement milestone is the starting point to generate income from your portfolio once your working years are behind you.
