The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients. Our success in managing money for our clients is attributable to more than 60 years of investment and securities experience, and a shared belief in long-term investment strategies and dedicated attention to our client's needs whether an individual, non-profit, or business. Specialties: we manage investment portfolios on a discretionary basis. We start by analyzing client goals, objectives, risk tolerance, and liquidity needs. Then we design a portfolio of stocks, bonds and other investments to achieve your specific criteria ... and monitor it closely to ensure your investments are meeting your expectations. To learn more about The RaeLipskie Partnership visit www.raelipskie.com
