Each of us has a unique financial situation coupled with individual goals and objectives. In order to reach our personal objectives, individualized advice in conjunction with an individualized investment strategy is necessary. As such, "individualism" is the philosophy of One on One Investments, Ltd.
Asset allocation is one of the primary drivers of your investment return. At One on One Investments, Ltd., we believe that wealth creation takes time and is best accomplished by proper asset allocation coupled with long-term investments. We further believe that short-term trading is not an appropriate investment strategy for most individuals.
At One on One Investments, Ltd., we personally meet with and advise each client. We spend the necessary time evaluating existing assets and asset allocations, exploring individual goals, and educating each client on the types of investments we may consider in developing a customized investment strategy for a client's portfolio.
Are you apprehensive given the recent news of money manager's ponzi schemes? Not to worry. At One on One Investments, Ltd., we do not hold your money. A third party holds yours money (we work primarily with Charles Schwab. Once you establish an account on your own (or with our assistance), our expert advisor is provided with limited trading authority only. We will never have, nor do we want, the authority or ability to withdraw or transfer your money.
We are a small business with the goal of providing individuals, families, and businesses who are uncertain, unsophisticated or simply too busy managing their own obligations, with personalized money management services.
We would love the opportunity to discuss how we might be of assistance to you.