Investment Management

Investment planning involves creating a portfolio of various investments to pursue your monetary goals. Independent Financial Services helps you work towards long-term objectives by providing objective investment management tactics and advice that matches your resources and fits your unique needs.

Customized Solutions

Our team provides a personalized approach to your finances. We help you make informed decisions that pursue your economic future by taking the time to understand your aims. Our experienced financial advisor helps you devise a strategy, build your portfolio and monitor your growth along the way.

Comprehensive Services

Investment planning requires a money-managing strategy that addresses the complete picture of your finances, risk tolerance, timelines and objectives. Our dedicated staff has the skills to manage many aspects of your financial planning.

• We coordinate your investment activity with your other assets.
• We base your portfolio on your life plans.
• We help you devise a lucrative strategy.
• We buy and sell investments for you.
• We understand the market and assess the performance of your investments.
• We manage your asset allocation.

Measurable Goals

We learn what is essential for your financial future and create clear objectives to assess regularly and adjust as necessary. We consolidate your accounts into a cohesive plan and monitor your investment activity to keep your assets balanced with your goals. Contact our knowledgeable team at (412) 841-5744 to take control of your finances today. We help you ensure a financially sound future by creating an investment plan that addresses your needs.