Tappan Financial Group has the experience and desire to help you improve your portfolio.
Our professional staff is available to give you access to our proprietary portfolio management methods including Strategic Time and Dynamic Diversification, balanced by our careful Risk Tolerance analysis. These techniques seek to minimize the effects of global economic downturns and single investment event risk, while identifying and capturing positive sector performance.
In essence, we are attempting to maximize your current income and achieve reasonable principal growth adequate to maintaining and improving your “quality and manner of living”. Our proprietary and time tested Conservative Balance investment style intends to preserve your wealth first and foremost, while being adept at participating in financial uptrends. The goal at Tappan Financial Group is to serve you better than other professionals even try, because we build your portfolio with an individual security selection process rather than delegating the management out to third parties.
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Disclaimer: "Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Investment strategies, such as asset allocation, or portfolio rebalancing cannot guarantee a profit or protect against loss in every market environment. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice."