Investment Services

Welcome to the Giroux Services area. Please feel free to make use of our service areas at left.

A well defined investment strategy starts with a detailed discussion of your financial goals.A profile is developed that incorporates the following:

• Risk Tolerance
• Tax status
• Income needs
• Life Insurance
• Estate Planning Needs
• Mutual Funds
• Retirement Planning

After careful consideration of all aspects of a clients' financial situation an appropriate portfolio can be structured. Assets then may be allocated among equities, fixed income securities, and money market instruments. Cash depends on long term growth requirements, income needs and, most importantly, tolerance for risk.