Sherwood, OR, 01-FEB-2013 - Sherwood Financial Advisor, Robert E. Lettin, Registered Investment Advisory Representative provides individuals the information and advice they need to achieve the portfolio direction that will help them achieve their financial goals more efficiently and effectively. The skilled financial advisor has worked with clients since 1987 and works closely with clients to ensure that they are able to make knowledgeable decisions.
When interviewed recently Mr. Lettin shared his commitment to providing the highest level of service to people who want to establish a sound and growing portfolio. "The economic volatility of the last few years has made creating a solid portfolio very confusing and difficult for most people. I believe it is important that people are able to achieve their financial goals and are given the advice and information they need to make sound decisions. I strive to build long-term relationships with my clients that includes providing the services and information they need to more effectively achieve their goals. Working closely with clients and building lasting relationships gives me great satisfaction and allows my clients to focus on enjoying the present while knowing that the direction of their portfolio will continue to steer them to the future they desire."
Mr. Lettin has extensive experience in applying the most effective money management system to a portfolio. Through an efficient management system costs of investing are lowered, risk is management and rebalancing your portfolio is simplified. Lettin & Company, Inc., have been giving purpose and direction to investment portfolios since 1997 and Mr. Lettin brings the added experience of the market crashes of 1987, 1990, 1999, 2001 and 2008. This experience allows him the unique ability to identify gaps in a portfolio and make adjustments early.
When you meet with Mr. Lettin, your current portfolio will be reviewed and you will be asked about your specific investment goals, your risk tolerance and the return that will meet your goals. Adjustments to your portfolio will be recommended and a detailed explanation will be provided about the steps that should be taken to achieve the return you want.
Clients receive quarterly rebalancing help to increase consistency and help you enjoy greater peach of mind investing. The Portfolio Asset Mix is designed to fit your needs and when an adjustment is needed you are alerted early so there are no surprises.
To get more information about how Sherwood financial advisor, Robert E. Lettin, Registered Investment Advisory Representative can help give your portfolio direction visit http://www.robertlettin.com today. Individuals and members of the press wishing to get more details about this press release will find contact information below.
Toll Free Telephone: 1-877-777-0705