Maximizing investment solutions, mitigating risks

Real estate investors and developers have unique financial planning needs. Hylant's Financial Services delivers wealth management and preservation strategies with the fundamental belief that diversification will mitigate investment risks.

Hylant plays an active role monitoring individual risk tolerances and personal financial situations to determine if changes in strategy are appropriate.

Every client relationship begins with one or more conversations to clarify the goals and needs. Based on that information, Hylant develops an Investment Policy Statement (IPS) to guide client decisions through an investment portfolio. The IPS helps monitor whether a client's investment strategy continues to meet changing needs over time.

Hylant offers a number of customized investment solutions, depending on needs and tax concerns. We work with multiple providers of mutual funds, exchange-traded funds (ETFs) and separately managed accounts that meet or exceed our due diligence criteria. Moreover, we offer in-house expertise in selecting and managing individual securities.

For clients who wish to invest according to their personal beliefs, we can provide assistance in designing a Socially Responsible Investment portfolio.

Retirement Strategies

Real estate investors and developers have unique retirement planning needs. Through the process of developing a financial plan, Hylant Group clients sleep better knowing they have taken steps to maximize their financial future.

We help clients make informed financial decisions related to their investments and financial security. Each family's situation is different, so we take the time to understand the issues that affect you and your family. And, each year, Hylant completely reevaluates your status and financial needs to maximize effectiveness.

For more information about Hylant Group's Financial Services Practice, visit: www.HylantFinancialServices.com

 
For more information about Hylant's Real Estate Practice, contact: Steve Hylant.

Steve.Hylant@hylant.com
419 259-6028
800 249-5268

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