Derks Financial, LLC

Derks Financial, LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Derks Financial creates an Investment Policy Statement for each client, outlining their current financial situation. Derks Financial may request authority to make trades without asking first, but also provides non-discretionary portfolio management if the client prefers. Derks Financial generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.