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Our process begins with discussing your investment objectives and
risk tolerance. Often this step involves reviewing your current
investment portfolio statements to determine where changes should
be made.

2

After determining your objectives and gaining an understanding of
your overall financial situation we will develop your portfolio asset
allocation which will provide the appropriate balance between
income and growth.

3

We then select the investments we believe will be critical in helping
you accomplish your objectives.

4

After your portfolio has been developed we will continuously monitor it and will rebalance it when appropriate.

5

Additionally, you can expect periodic review meetings or telephone conferences. In these meetings, we will discuss your performance and positioning of your portfolio, as well as our perspectives on the economy, investment environment and markets. These meetings provide clients with an opportunity to give us feedback and to ask questions.

Investment Process

Investment Adviser Disclosure

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Snow Financial Management, LLC is a registered investment adviser under the Investment Advisers Act of 1940.  The purpose of this website is limited to providing you with general information on our services.  Snow Financial Management, LLC does not render or offer to render personalized investment advice through this website.  Snow Financial Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements.

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No solicitation or Investment Advice

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The material contained on this website is for informational purposes only and Snow Financial Management, LLC is not soliciting any action based upon such material.  The material is not to be construed as an offer or a recommendation to buy or sell a security and is not  to be construed as investment advice.  Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.

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