As an SEC Registered Investment Advisor, we focus our practice exclusively on working with individuals towards achieving their financial planning goals. Our financial planning process starts with building a comprehensive financial plan that we call a Capital Sufficiency Analysis. This is followed by the development of an Investment Policy Statement that integrates your risk tolerance with a targeted rate of return that corresponds to your long-term goals. All of this is put in place before an Investment Strategy is even developed. We believe these steps to be vital towards gauging the performance of your investments, not only against industry-wide benchmarks, but also your long-term goals.
We meet with our clients on a regular basis and our Investment Advisory fees are based on a percentage of assets under management. We primarily utilize no-load mutual funds or low-cost exchange traded funds and we are not compensated by any investment product sponsors in the form of commissions or ongoing trails. Thus, our desire to protect and grow your assets is always aligned with your interests. We have no motivation to alter your account or strategy simply for the purpose of additional compensation. We utilize a highly diversified investment strategy where we target a long-term Strategic Asset Allocation and use short-term tactical changes to capitalize on near-term market opportunities.
We provide a wide array of financial planning services, from segmented to comprehensive financial plans and investment advisory services. CAUSEY is a member of the Financial Planning Division of the American Institute of Certified Public Accountants and is an SEC Registered Investment Advisor. We believe that financial planning and investment advisory services require close contact with our clients to assess their needs and to develop strategies for reaching their short-term and long-term goals.
We offer services in the following areas:
Causey Demgen & Moore P.C. is an SEC Registered Investment Advisor. The information provided by Causey Demgen & Moore P.C. on this site is only intended for distribution to, or use by, persons or entities in jurisdictions where Causey Demgen & Moore P.C. is qualified or registered. Not all securities products, services or advice published herein are available in all jurisdictions, and nothing on this site constitutes an offer or solicitation of securities products or services in any jurisdiction where the offer, solicitation or sale is not duly qualified, registered or otherwise exempt.