Money Strategies Inc. - Money Management

Your Rights

At MSI we take pride in educating ourselves first about what you, the investor, want to accomplish with your money. Then, we work individually with you to custom design a money management strategy to meet your objectives. We assess your current investment situation. We talk through your options and help you understand the risk of each. We suggest the appropriate investments to meet your goals relative to the risk parameters defined without commissions, or sales chargers. As fee based advisors we align our goals with yours.

But, are we the right firm for you and your money? That depends solely on you. If you are the type of investor who wants to be involved in the process of managing your money then “yes”, we are the right firm for you. If you are an investor who wants to hand your money off and not have to be bothered with the process of managing your money, then “no”, we are not the right firm for you.

If you are interested in preserving capital, or pursuing growth opportunities we offer custom designs to your portfolio to accomplish the goals we jointly develop. We then commit to a specific investment policy. We offer a wide range of investment options, and actively manage the money to meet the defined risk parameters. Remember, no matter how much the market changes you always have options. At MSI our disciplined approach to money management has proven to be useful in managing the risk of volatile markets, and participating in opportunities that arise. MSI puts you, the client, first. We developed a fee based strategy to manage your money that is custom fit to the time required to do so. This allows us not to lump you together with others to limit costs to the firm. We manage the money personally – we don’t give it to a third party, so you don’t pay twice the fees. Therefore, each portfolio is built with our own research and positions assigned to your portfolio to achieve the desired objective without taking unnecessary risk. We have been doing this for more than 20 years and have the experience is both up and down markets. Now is the time to consider a firm with an in-depth and personal approach to money management which has helped individuals achieve goals in all types of market environments. Money Strategies is that firm.

MSI was founded in 1987 on the belief that every investor has the right to develop an investment strategy based on their goals, aligned with their risk tolerance. We refer to this as acting in the best interest of our clients, and we continue to stay committed to this belief 23 years later.   
Call 800-369-5759 to discuss how Money Strategies can assist you.   

Jim Farrish
Founder
Money Strategies, Inc.