At D.K. Brede Investment Management Company, a Colony Group Company, we don't use investor profiles to guide decisions on client portfolios. As with a fine suit, the care and attention to detail with which we craft your investment strategy are reflected in how well it fits you.
Development of an overall investment plan for you is based on a detailed financial analysis. We look at your objective, risk tolerance, timeline, assets and more.
Partnering with our team can help you pursue all your goals. Working together, we’ll go through a comprehensive process for managing your financial life through a long-term plan, created to meet your individual needs.