Investment Advisory Services
Expert investment advice and personalized portfolios.
Your wealth at work for you.
Raines & Fischer puts your wealth to work for you, empowering you to focus on what you do best.
Backed by 3 decades of experience, our partners tailor your portfolio to your specific needs, from maintenance to assistance with complex transactions and investments.
Our investment advisory services include:
- Offering investment advice for those who trade their own accounts, but want more professional guidance
- Setting up a portfolio that meets your investment goals and needs
- Tracking your investment portfolio to ensure the investments still match your desired strategy and risk tolerance
- Evaluating a potential private equity investment
- Specialization in fixed income, equities, covered call options trading, commodities and alternative investments
