Boyd Financial Services understands no one specific investment approach works for all clients, or in all economic climates. However we do believe that certain proven, best-practice processes can deliver successful long-term results when implemented properly.
Goal and Performance Tracking
- Review Meetings with Investment Performance Analysis
- Periodic Tracking of Progress Toward Long Term Goals
Discretionary Investment Management
- Long Term Mutual Fund Plan
- Tactical Mutual Fund Plan
- Corporate and Municipal Bond Portfolios
- 401(k) Plan Supervision and Active Management
- Individual Stock Portfolio Supervision
Financial and Investment Plan Implementation
- 529 Education Plan Annual Changes
- 401(k) Retirement Plan Changes
- Individual Stock Analysis and Trading Assistance
- Concentrated Stock Position Management
- Assistance with Savings Strategies
- Income and Cash Flow Strategies