At Deep Think Investments (DTI), our clients include individuals who are,

• Starting their career and wanting to get a head start in planning their financial future
• Individuals and families "accumulating" assets and wish to invest them in order to meet clear long-term goals
• Successful retirees seeking dependable income stream
• Small business owners who are looking to diversify investments outside their own business

All of our clients receive personal attention and customized financial planning advice and diversified investment solutions—always in the best interest of the client. We strive to provide the best advice possible to all of our clients.

Reasons

Clients reach out to us for a variety of reasons. Some examples include:

• Protecting and growing an investment portfolio
• Creating a current, sustainable income from a portfolio
• Manage all investment assets
• Unhappy with their current advisor situation and want an independent advisor
• Sold business and need help investing the proceeds
• Recently widowed and need help investing and managing various trusts and accounts
• Received an inheritance and need to invest it wisely
• Left longtime job and want to rollover a 401(k) into something more flexible
• Need an advisor who will consult closely with client’s CPA and estate planning attorney
• Maximize returns, per any given risk level
• Passive, long term strategy for investment
• Sound advice with attractive fees

Expectations

Our Clients have a right to expect from us,

• Honesty in building a long term, lasting relationship
• Unbiased advice in helping them achieve their financial goals
• Competentancy in our financial planning and asset management process
• Full disclosure of services, risks, potential conflicts and all fees and charges
• Privacy of their information and only sharing with their consent
• Professional and diligent in complying with federal and state laws

Important decision

Choosing an investment advisor is an important decision. At DTI, we welcome your toughest questions and we take pride in earning your confidence. To arrange a complimentary preliminary meeting, please contact us. We look forward to hearing from you.