Money means different things to all of us. What colors our attitudes toward it, or what we want from it, is highly selective.
That’s why, at Middleton Associates, we make it our priority to get to know you as a person. Not only do we want to provide you with the most comprehensive course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making, and when we review your portfolio with you, we make sure your investments reflect your current life circumstances.
Members of our firm offer expertise in:
• Financial planning
• Investment strategies
• Portfolio management
• Asset allocation
• Life insurance
• Disability insurance
• Annuities
• Long-term care insurance
• Retirement planning
• Financial planning for career and job changes
• Inheritances
• Estate planning
• Tax planning and preparation
• Real estate brokerage
We have discovered throughout the years that many of our clients come to us because they have experienced a life event that changes their financial situation. These events are often any one or a combination of the following:
Life experiences change your financial outlook and things change
• Starting a new job
• Leaving an old job
• Marriage
• Buying a home
• Selling a home
• A layoff
• Birth of a child
• Birth of a grandchild
• A death in the family
• Inheritance
• Disability
• A divorce
• An illness
• Retirement
Middleton Associates securities provides a full-service platform for experienced investors. A Financial Advisor can provide experienced guidance and informed views on the general direction of the capital markets that you can utilize to make portfolio decisions.
Middleton Associates robust team allows clients to take advantage of opportunities in today's increasingly global market, which includes complex financial instruments. In addition to traditional equities and fixed income products, we offer structured products and an industry-leading alternative investments platform for qualified investors that includes hedge funds and private equity
Whether your investment strategy consists of a portfolio of stocks, bonds, mutual funds, alternative investments and structured products, you’ll know that your Financial Advisor is leveraging a world-class products and services platform and award-winning research to develop your plan.
Middleton Associates is focused on providing a diverse range of financial services, we cater to every client individually below are a few of our services, to find out more, please contact us.
Our securities division offers a full service platform. Our Financial Advisors will guide you through making your grueling portfolio decisions.
As the financial market grows, we find opportunities in today’s markets and trends. We offer a variety of new products and alternatives for investors including private equity and hedge funds.
Whatever your portfolio contains, you’ll find your Financial Advisor is capable and willing to outperform any of his or competitors. They are knowledgeable and committed to getting you the best returns on your investments.