Smart investing can benefit you at any age or stage of life, whether you’re young and just getting started, you’re wondering about retirement, or you’re already there.
One distinct advantage for you is that Chrysalis has more flexibility as an independent firm than other financial institutions or workplace financial services. So your investment choices won’t be constrained, for example, to load or no-load funds, stocks that are being promoted, or annuities a company wants to sell more of.
In selecting investments for you, we have the entire landscape of financial vehicles to choose from, and we can access virtually any investment opportunity. We will put together a truly individualized investment portfolio that can include stocks, bonds, mutual funds, ETFs (exchange-traded funds), annuities, and other alternative investments.
What we want for you is a portfolio of sound investments based on the level of risk you’re most comfortable with — one that will generate consistent, sustainable results. To achieve that, on your behalf, we conduct our own research, continually assess markets, and monitor investments around the clock. We anticipate and react to changes with discipline and precision.
We are always pleased to help you understand why we’ve chosen a particular path for you. In addition, we pride ourselves on full transparency of fees structures as well.