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Since 1977 Ingram Financial Group, Inc. has provided its clients with a complete
line of professionally administered financial services. Among the services that Ingram
Financial Group provides is Investment Planning with Continuous Asset Management. The
philosophy at Ingram Financial Group is time in, not timing the market. Client portfolios
are individually tailored based upon such factors as Risk Tolerance, Time Horizon, Liquidity
and Income Needs and Current Taxation. Each individual client portfolio is then managed to
meet specific client goals and objectives.
Advantages of Working with Ingram Financial Group
We are committed to providing planning and investment management for individuals, families, pension funds, trusts and institutions. In addition to providing the same level of knowledge and service formerly available only to large institutional clients, we offer:
| - "Best of Breed" Solutions
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- Qualified, Experienced and
Credentialed Professionals
| - Unbiased Advice and Judgment
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Summary of Services
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- Risk Tolerance Questionnaire & Estate Planning
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- Analysis and Evaluation of Investments
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- Financial Planning Review and Issue Identification
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- Manager - Selection and Monitoring
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Be Informed, Be Profitable, Be Secure
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