We want to improve the financial well-being of our clients—beyond just recommending an investment strategy. We stay in touch as your needs evolve and market conditions shift. We help you meet your longer-term goals with an investment strategy that’s specifically designed for you. And we’re transparent about the investing decisions we make for you because we believe an informed investor is a better investor—and a happier client.
DiGiorgio Capital Management, Inc. has your individual financial goals in mind when discussing your investment decisions. Personalized financial decisions are at the core of our management practices. Decision making when it comes to your financial resources can be overwhelming but you are not alone.
As for retirement; once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
We are a fee-only investment firm. We are only compensated by our clients for advice and ongoing asset management. We are different from other investment firms because we do not receive commissions or any other payments from the sale of financial products. All of our revenue comes directly from our clients. Since we are not constrained by this possible conflict of interest, we are able to offer unbiased advice.
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DiGiorgio Capital Management, Inc. can help you meet your financial goals.