Perspective Advisors, LLC

Perspective Advisors provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and may request authority to make trades without asking first. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Perspective Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.