Stone House Investment Management, LLC
FINANCIAL SERVICESNATURAL GAS INDUSTRY
EXPERT GUIDANCE: Our clients rely on our expert guidance to help them achieve their investment goals. Investment management is more than picking securities. We have developed a proven process for matching clients with the right investments.
OUR PROCESS: We’ll start by understanding your needs. Then, we will make insightful suggestions as we help you set financial goals and layout plans to achieve them. We then develop your personalized investment strategy and go to work managing your investments. Our Investment Committee meets regularly to analyze changing trends and opportunities and to choose appropriate investments for our clients. We use this analysis to build your portfolio and monitor it continuously.
OUR COMMITMENT: We reallocate and rebalance your portfolios as needed without having to bother you each time we want to make a change. We reconcile your account statements daily to make sure your money is where it is supposed to be. We monitor cash levels to ensure there is enough to cover any upcoming distributions and we even take care of all of your service needs like updating beneficiaries, rolling over an old 401(k), or taking money out of your account to buy a new home. We do all of this so you can spend your time on more important things like your family, friends, and hobbies.
THE RELATIONSHIP: Don’t worry, we will keep you informed every step of the way through meetings, phone calls, emails, newsletters, quarterly statements, and 24-hour access to account information. We even have apps to view your accounts on the go.
Investment is better with Stone House.
Raymond Scott Stone, Robert Brown, John Burke, Christine Slusark, Kirk Lunger
MONTROSE OFFICE: 210 Maple Street
Director of Business Development
- Phone: (570) 836-7020
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