Investment Planning

Your life’s asset

We Offer fee-based professional portfolio management services to investors who seek a disciplined and active approach to investing. Investment strategies are long-term in nature, with an emphasis on stability and transparency. 

Discover the right financial tools to invest in your future—moreover, some great people to guide you. 

The road to achieving a stable financial future can be challenging and unpredictable. At Anastasiou Legal, we are committed to making it a rewarding journey while helping you avoid costly mistakes along the way. 

We know how important your financial dreams are. Whether you are just starting or you have been investing for years, Anastasiou Legal Investment Advisors can help you establish a custom-tailored plan — or provide a second opinion on your existing financial list. 

An experienced Investment Advisors representative will take you through a step-by-step process to create a plan for your future and recommend proven strategies to help you achieve your objectives. 

As a dedicated partner in helping you build financial success:

We will listen. In our initial discussion, we will learn about your present financial situation, talk about your specific investment goals, and set a time horizon.

We will develop a customized plan. Based on the facts we gather from you, your Anastasiou Legal Investment Advisors representative will then build a personalized investment road map that you can feel comfortable.

We will implement the plan. Once you and your representative agree on a course of action, your investment plan can be implemented as soon as you are ready. 

We will review investment performance regularly. After implementation, you should meet at least annually with Investment Advisors to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.

You can take advantage of a wealth of offerings that can be prime components of a well-rounded investment plan, including:

  • Mutual Funds
  • Annuities
  • Stocks 
  • Bonds
  • Real Estate Investment Trusts
  • Managed accounts

ask us anything anytime

Ask Us Anything Anytime