Investment Management

8th Street specializes in constructing and managing customized portfolios for clients.  Understanding your investment objectives, we utilize stocks, bonds, ETFs and mutual funds in seeking to meet your goals.  Your assets will be custodied with a well-known, independent third-party financial institution, where you will be able to see your own account at any time, day or night.

If you are a do-it-yourself investor or have a current investment provider, you may be interested in an objective, independent review of your investment plan. 8th Street offers portfolio consultations on either an hourly or flat fee basis.

Financial Planning

8th Street believes that thoughtful planning is as integral to achieving your long term financial goals as prudent investment management.  Without a long term strategy, you may not get to where you want to be.

  • Modular or Comprehensive Planning on either an hourly or flat fee basis, including: 

    • Budgeting and Cash-Flow Planning

    • Education Planning

    • Retirement Planning

    • Investment Planning

    • Other Analyses as Needed