Pochop Financial Management, Inc. - Rene A. Pochop CFP

Our Mission

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.

Integrity
To strive to build client relationships based upon open, honest interactive strict adherence to ethical business practices, and the continuous pursuit of service excellence.
Sincere and Attentive Listening

As with any relationship, listening is of integral importance. At Pochop Financial Management, Inc., we believe we serve our clients by simply listening better. It is our sincere desire to understand the needs of our clients and listening is the first step.
Personal Service

We tailor not only the investment advice, but also the service to the unique needs of each client. From customized investment strategies to personalized planning and communications, Pochop Financial Management, Inc. continuously strives to achieve a higher level of personalized service.
Confidential Advice

Financial decisions are often determined by the changing needs of clients and their families. Planning for such needs usually includes the discussion of information that is confidential or sensitive in nature. For this reason, Pochop Financial Management, Inc. adheres to a policy of confidentiality.

Our services

Investment Management

The analysis, selection, and monitoring of stocks, bonds, and mutual fund investments in both taxable and tax sheltered client portfolios.
Investments for Taxable Accounts

Including brokerage, trust, Corporations, and UGMA accounts.
Investments for Retirement Plans

Including IRAs, Roth IRAs, SEP-IRAs, Simple IRAs, Keoghs, Annuities, and 403(b)s.
Investor Education

Education is provided on a need-to-know basis concerning financial issues that affect clients, giving them one-on-one explanation of investment options and alternatives, in layperson’s language.

Personal Financial Advice

...is included at no extra charge. Our objective is to deliver customized financial advice that is unequaled in quality from which our clients can derive maximum value. This includes retirement planning, college funds, major purchases, insurance, budgeting, wills, trusts and estate planning, tax planning, and financial planning after divorce or widowhood.
Quarterly Performance Reports

A summary of your investment performance is mailed to you each quarter.
Client Reviews

Annual Meetings with clients, to review the client’s investment goal and performance of accounts. More frequent meetings are encouraged, if clients so choose.

Who We Are

René A. Pochop, CFP™
President
René A. Pochop, CFP
President
Education/Designations:
- Certified Financial Planner™
- (CFP) Designation – 2000
- Series 65 (NASD) – 1994
- Masters of Science Administration – Management & Organizational Behavior:
  St. Michael’s College – 1992
  - Bachelor of Business Administration:
    Finance - St. Bonaventure University - 1986
  30 Years of Financial Experience:
  - Investment Advisor
    
    Chief Compliance Officer
    
    Financial Analyst
    
    Credit Analyst

Management Fee Structure

Cost-Effective

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.
Giving Back

Non-Profit Organizations receive a 10% Discount off our Management Fees.
Objective Advice

We do not sell any investment products, or receive commissions for services. This enables us to give objective advice to our clients.
Lower Costs

We also use no load mutual funds for our portfolios to help reduce out-of-pocket costs to clients.

Strategy Investment

Asset Allocation

Pochop Financial Planning, Inc. uses an asset allocation approach, with rebalancing to shift from over-weighted to under-weighted asset classes, when needed.
Customized Asset Management

We offer customized asset management services matching the client’s return and risk requirements to a portfolio utilizing multiple investment classes and investment styles, which are designed, monitored and managed to try to achieve long-term investment objectives.
Social Responsiblity

Socially Responsible Investing that reflects our clients' values is offered as an option.
Secure Client Accounts

Fidelity Investments will be used as the custodian for clients’ accounts, unless otherwise requested.

Contact Us

POCHOP FINANCIAL MANAGEMENT, INC.
Financial Planning and Investment Advisory Firm

Pochop Financial Management, Inc.

1233 Shelburne Road

Suite 420

Burlington, VT 05403
PochopFinancial.com
Rene@PochopFinancial.com
Phone: (802) 865 4900

Fax: (802) 304-1000

Our Mission

Our Values

Integrity

Sincere and Attentive Listening

Personal Service

Confidential Advice

Our services

Investment Management

Investments for Taxable Accounts

Investments for Retirement Plans

Investor Education

Personal Financial Advice

Quarterly Performance Reports

Client Reviews

Who We Are

René A. Pochop, CFP™

René A. Pochop, CFP

Management Fee Structure

Cost-Effective

Giving Back

Objective Advice

Lower Costs

Strategy Investment

Asset Allocation

Customized Asset Management

Social Responsiblity

Secure Client Accounts

Contact Us