Wealth Accumulation

Saving and investing are the principal elements of wealth accumulation. Ira Hermann and his team work with clients to encourage good savings habits that are consistent, structured, systematic and long-term.

Ira works with clients to develop mid- to long-term investment strategies. Risk tolerance, time horizon and financial objectives fundamentally help determine an allocation model and proper diversification across various asset classes, fund styles and fund managers. Portfolio performance is regularly monitored and reviewed to help ensure expectations are met and allocation remains in alignment with risk tolerance, goals and objectives.

Investment strategies vary widely depending upon every client’s unique present circumstances and future goals. However, one thing is true for everyone: Implementing an investment strategy with Ira Hermann and his team is entering into a mutually beneficial relationship where the better our clients do, the better we do.