Welcome
Over the past 20 years I have consulted with clients to help them achieve their goals through an investment process. This process is the same for all investing. Of paramount importance to the process is developing a personal working relationship with each client. Rule number one: Know your client. Rule number two: Stick to the process.
Investment Process
- State your needs and goals in a written plan.
- Adopt a sound, time tested asset allocation model that is flexible.
- Invest with the most capable financial advisors and managers possible.
- Monitor continuously.
- Adjust tactically when needed.
FEATURED REPORT
BULLETIN BOARD
- If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Brian T. Fenelon is licensed in the following state(s): AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, MN, MO, MS, NC, NM, NY, OH, OK, SC, SD, TN, TX, UT, VA, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
