Our Services
First and foremost we are a discretionary investment advisor. This means that we use our years of investment experience to construct a portfolio that suits your unique needs and risk profile. We do the work so you don't have to. We do not work on commission, but through a fee based on the size of your portfolio. This structure aligns our compensation directly with your goals. Our service however doesn't stop there. As a client of Walsh Advisors you can expect:
An experienced investment professional who knows you personally, is available whenever you need to talk or have questions, and invests your assets with your goals and risk tolerance as the first priority.
Comprehensive financial planning and a sounding board for any area of your financial life.
Honest communication about what you are invested in, what has worked and not worked in your portfolio.
Coordination with other tax and legal professionals to provide you a comprehensive experience.
Complete transparency regarding your investments and our fees.
A dynamic approach that changes when your life changes.
Comfort in knowing that your investments are monitored and evaluated continuously.
“Earn your success based on the service to others, not at the expense of others.”