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Personalized, Clear and Honest Investment Management
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Individually managed investment portfolios |
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Long-term investment approach to help grow your assets |
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Investment advice — not marketing |
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Areas of Focus:
Investment Portfolio Design and Management |
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Individual Investment Portfolio Mgmt., Retirement Plan Investment Mgmt., Wealth Mgmt., Estate/Trust Planning Strategies, IRAs, 401(k)s, Profit Sharing Plans, Sr. VP |
At McGuire Investment Group, we are driven to do our best for our clients. We do not simply market Wall Street’s financial products, but rather we build personal and individually designed investment portfolios. Technical and fundamental analysis, market sentiment analysis and quantitative analysis are some of the tools employed to invest to the best of our ability.
To learn the benefits of our investment strategy, please visit our website, or call our office directly to discuss your investment portfolio.
Our rules of investing have not changed in more than 40 years:
1. Buy investments when they represent value
2. Diversify the portfolio to spread risk
3. Hold for the long term — usually 3, 5, 7 or more years
4. Do not focus on the short term
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Diversification does not ensure a profit or protect against a loss in a down market. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Investment Products and services offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. McGuire Investment Group, LLC is a separate entity from WFAFN. [CAR 1111-1530 11/09/11].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Rhode Island area (includes Bristol, Kent, Newport, Providence and Washington counties in the state of Rhode Island, and Bristol county in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 4,700 wealth managers in the area. 287 award candidates in the Rhode Island area were considered for the award, of which 111 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Rhode Island Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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