PERSONAL FINANCIAL PLANNING SOLUTIONS

Investment planning focuses on identifying effective investment strategies according to an investor’s risk appetite and financial goals. To make a solid investment plan, you have to know why you are investing. Once you know your investment goals, it becomes easier to choose the options that are most likely to get you there.
​
Occams offer the following investment planning services:

Cash Management

• Cash Management Accounts
• Check Writing
• Debit Cards
• Money Market Funds
• Electronic Funds Transfers (ACH)
• Online Bill Pay

Investment Allocation and Investment Portfolio Design:

• Traditional Investments: Certificates of Deposits, Bonds, Stocks, Mutual Funds, Managed Accounts, Options
• Alternative Investments: Hedge Funds, Managed Futures, Exchange Funds, Structured Notes, Real Estate, Precious Metals