Wealth Management

Approach & Process

Steamboat Financial Group's Approach & Process is the road map we follow while helping our clients.  We believe that a focused approach to pursuing your goals starts with  a proven path and ends with your best chance of achieving your objectives.

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10 Point Investment Management 

The "10 Point Investment Management Process" was developed here at Steamboat Financial Group and is our yearly process of managing our clients accounts.  

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Investment Strategies

Our investment strategies are our asset allocation templates that we follow.  In the client discovery process we work with you to determine with investment strategy is right for you and then tailor your custom plan from there. 

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Investor Profile Questionnaire

Our Investor Profile Questionnaire is used to determine your investment profile

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