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Investment Management

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Many people make investments as part of their overall financial strategies, but only some people want to manage their portfolios. Rally Point Financial Group provides competent investment management services for our clients.

What Is Investment Management?

Investors may choose investment management services — hiring a financial advisor to oversee their portfolios — rather than doing it themselves. These portfolios may contain:

Stocks, bonds, & other securities


Real Estate


You may include tactical and strategic investments in your portfolio. Investments have varying degrees of risk, income yield timelines, and growth potential. Some are better suited to short-term gains, while others can help you reach long-term goals.

Your investment manager at Rally Point will coordinate your investment options with your overall financial planning goals. We will also:

Recommend Future Investments to Increase Your Income & Retirement Funding

Help Evaluate Risk Levels

Monitor Current Investments

Give Access To Information From Major Investment Firms

Rally Point will continuously monitor and review the performance of your investment portfolio to ensure it satisfies your risk tolerance and performance objective guidelines.

Why Should You Choose Rally Point Financial Group?

Rally Point Financial Group in Tallahassee, FL, always intends to preserve and enhance your buying power through our careful portfolio management. We customize your investment plan to meet your unique needs. For more information or to schedule an appointment, contact us today. Complete our online form, email us, or call us at (850) 300-7059.

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