Investment Advisory Services Tailored to Your Goals

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Who can I trust with my investments?

When looking for investment advice, every slick TV commercial seems to have the answer. But who are those people, and how can you be sure that they have your best interests in mind? At Bouvel, we manage your investments as if they’re our own. We pick up the phone when you call. We spend time getting to know you, to better help you achieve your goals. As a family-run firm, our objective is to provide you with reliable and valuable advice for years to come. Utilizing cutting edge research, we can provide all the depth you require, yet provide a level of personal service and attention that is becoming all too rare. At Bouvel, we take your success and financial well-being personally.

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How do we build a healthy future?

Managing your financial life isn’t all that different from managing your health. It makes a difference to know your doctors, and have them take the time to understand your unique situation and history. Similarly, a well thought out investment plan can only be built by taking the time to get to know you. By constructing a solid relationship, we can provide a more thoughtful level of advice, taking into account all those things that too many other financial experts might never ask about. The health of your financial future guides our every decision, and it’s a responsibility we take seriously.

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Who’s looking at my account?

Not all investment firms are created equal. And the best way to see the differences is to look under the proverbial hood. As a Registered Investment Advisor (RIA), we have developed our own in-house processes for managing your investments. Bringing to bear ongoing economic analysis, fundamental company analysis and routine contact with other portfolio managers, we keep close tabs on your portfolio. When we believe an investment should be changed, we change it for you. Our only goal is to keep you headed on the right path, without the stress that too often accompanies the journey.

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Have my investments changed with the times?

This is a new era for managing investments: Financial news is everywhere, but perspective and reason are becoming ever scarcer. In this new environment, Markets exhibit risk in different ways than in the past. The upside, however, is that this era brings with it unprecedented opportunities, as firms small and large utilize cutting edge technology and forward thinking to re-imagine business models and earn a new place at the table. Our investment process remains rooted in timeless wisdom, yet reaches out to a new and different future. With Bouvel, you stand to benefit from decades of experience, and the cutting-edge tools needed to launch you into a bright financial future.

Do you have a trusted advisor?