INVESTMENT PLANNING

What Does Investment Planning Mean at TBH?

Investment management by the TBH means a search for financial opportunities created by market conditions that meet your financial goals.  It requires our financial advisors to have deep and long-term relationships with our clients, and to collaborate with their attorneys, accountants, trustees and even extended family members to make the most effective financial decisions.

Portfolio transparency is extremely important to us, and we understand that the investment world can be extremely complex. At TBH we strive to provide clear communication to help you have a better understanding of the global market dynamics. Together, we will create an investment plan that will help determine the best investment strategy for you.

As market conditions change, the financial advisors at TBH are looking for opportunities that meet client’s financial plans.  For example, significant benefits could be found in strategically realizing certain losses to use as capital gains offsets or the use of battered stocks for estate planning purposes for some clients.

TBH and our experienced investment team can help manage your investments.  Please call or email us today to speak with one of our financial advisors about our investment management services and how they would benefit your personal financial situation.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.