We assist clients to develop, assess, and help them achieve their investment and financial goals. By means of asset allocation techniques,analyzing risk tolerance and providing ongoing monitoring and rebalancing of investment portfolios, we help clients to obtain long-term investment objectives.
Education/Designations:
30 Years of Financial Experience:
Pochop Financial Management, Inc. fees are calculated as follows:
1% of Assets Under Management on amounts up to
$500,000; 0.75% on the next $500,000; and 0.5% on
amounts over $1 Million.
Non-Profit Organizations receive a 10% Discount off our Management Fees.
We do not sell any investment products, or receive commissions for services. This enables us to give objective advice to our clients.
We also use no load mutual funds for our portfolios to help reduce out-of-pocket costs to clients.
POCHOP FINANCIAL MANAGEMENT, INC.
Financial Planning and Investment Advisory Firm