At Buchanan Portfolio Management, we believe that developing a successful investment strategy is more than picking stocks. It starts with understanding you. Your needs and those of your family, your business and your future are unlike anyone else’s, and that’s the way your investments should be approached. Together, we craft a personalized, conservative portfolio with an emphasis on capital preservation and positive, risk-adjusted returns. Each stage of life has different financial needs and we work closely with our team of experts to offer a variety of services including investment management, financial planning, insurance, private banking and trust and estate planning. Our goals are aligned with yours – to grow and preserve your wealth to achieve you and your family’s goals.
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