Client Value – Shawnee Investments

YOUR PERSONAL CFO

A Chief Financial Officer, or CFO, is a senior manager in a company who is responsible for overseeing the financial activities of an entire company. Individuals, families and business owners alike are faced with a myriad of financial decisions that often must be made with future generations in mind. Shawnee Investments & Planning strives to fulfill the role of a personal CFO by guiding our clients through the financial planning and investment decisions they face. We work with clients to build a growing stream of income to ensure a higher standard of living today and for generations to come.

INVESTMENT PHILOSOPHY:

TRIED AND TRUE

Studies performed within the field of behavioral finance commonly point to the conclusion that psychological factors often serve to the detriment of investors. We strive to remove the emotional element from investing by taking a disciplined and diligent approach to the selection process. While the qualitative and quantitative facets of each opportunity must be assessed, we are primarily devoted to dividend-paying stocks that deliver a consistent stream of income and furnish tangible results in unpredictable markets.

CLIENT PROCESS:

HOLISTIC APPROACH

The needs of each client are unique and nuanced. As a result, it is imperative that the advice we provide is tailored to our client’s situation. To that end, we seek to develop an understanding of every client’s greater financial picture through a comprehensive review of your finances including your goals, requirements and expectations. Only then can we truly provide our clients with suitable advice.

INDEPENDENCE:

IN IT TOGETHER

As a Registered Investment Advisor, our firm’s independence and ownership structure provide us with the ability to focus solely on the best interests of our clients. We serve as a fiduciary to each of our clients and, therefore, we succeed only when our clients succeed.

CONTACT:
P: 513.910.0065
E: [email protected]
F: 513.574.7963