Establishing True Personal Performance Benchmarks

At Houghton Financial Partners, we start by listening to your needs and goals, and then build out your portfolio, directly overseeing every detail and letting our research-fueled strategies drive your portfolio’s performance. With over 45 years of experience, we have established a track record providing objective advice from your dedicated portfolio manager with complete independence to invest in your best interests.

Only One Benchmark Matters…Yours.
As we continue to navigate a new landscape in search of normalcy, rest assured that our investment team is working tirelessly to provide regular communication and adjustments to ensure your portfolio performs over time. In addition to planning for the future, you may be in a position to look for further differentiating factors in an investment team. For starters, you can learn how we strive to build a better portfolio. We start by listening to your needs and goals, and then build out your portfolio, directly overseeing even the tiniest of details and letting our research-fueled strategies drive your portfolio’s performance.

A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and protected by active risk management.

Linking Your Financial Future
Some firms bring in a new client and then disappear – automating communications and doing the bare minimum. We don’t. Our team works together to consult and give input as informed by our previous experience. We are with you throughout the process of plan creation and implementation and can help you envision and plan for your financial future.

We strive to understand our clients’ needs at a deep level so we can design plans that will support you in achieving your goals for years to come. We are committed to being there for our clients in the long run. No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management: Houghton Financial Partners’ provides benchmarking services to help clients evaluate and review plan options, and evaluate how your existing plan stacks up against the market. Our decades of investment experience have laid the groundwork for long-term success in investing.

Let me help answer your financial futures questions.

Michael Houghton - Partner, Senior Consultant

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Houghton Financial Partners is independently owned and operated. #3067489.1

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Call today to learn how Houghton Financial Partners can help your business reach its goals.

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