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Professional Money Management

Let our team help manage your money, so you can manage your life.

In today’s complex financial world, investing often requires fulltime attention. Since you may have many other responsibilities, a solution may be to team up with a professional advisor. This decision may alleviate concerns about handling complex financial matters in today’s rapidly changing economic environment. An ancient proverb tells us, "Plans fail for lack of counsel, but with many advisers they succeed".

Jeff Robinson, owner of Family Financial Services (FFS), in conjunction with H.D. Vest Advisory ServicesSM (HDVAS) serves the investment management needs of middle to upper income individuals throughout the twin cities of Minneapolis and St. Paul. Through the objective selection of securities and oversight of HDVAS, Jeff is empowered to offer a broad range of client-centered investment portfolios.

For additional insight to the Professional Money Management services we provide, please click on the video link below. The video gives an overview of our fee-based services and explains the five planning steps we use in providing money management services.

Watch the Video.


This team works for you

Other Services

Financial Planning
Estate Planning
Tax Planning
Tax Preparation

EXPERIENCE   Jeff Robinson and the professionals at HDVAS form a solid team of seasoned investment professionals, financial planners, and tax experts that have the experience and credentials (CFP, CPA, CFA, ChFC, ETC.) to provide investment counsel built on a foundation of time-tested principles.

AVAILABILITY   FFS is on call for you. By limiting our number of client relationships, FFS is able to provide a high level of personal attention. With the H.D. Vest/First Clearing Online Access, information about your accounts and investments is available seven days a week, 24 hours a day. Plus, your online access provides real time financial news and research from leading sources.

OBJECTIVITY   Jeff Robinson offers fee-based services and is not tide to any single financial institution or investment product. He does not sell any commissioned based products. Conflicts of interest are never an issue. 

DIRECTION   Investing your resources is one thing. Consistently making wise investment decisions is another. Time tested principles undergirded with discernment, years of experience, knowledge, and right motives are the ingredients of counsel you can trust. From the technical perspective, we are guided by the allocation techniques of Modern Portfolio Theory, developed by two Nobel Prize-winning economists.

PROCESS   The Five Step Investment Planning Process is repeatable and very client friendly.

  1. Determine the investment objectives and time horizons
  2. Developed the investment strategy
  3. Recommend and implement the portfolio
  4. Provide ongoing advice
  5. Communicate and report performance quarterly

LET’S SET SOME EXPECTATIONS

We LISTEN!   In order to effectively manage your investments, we must understand your story.  Everyone has one. Yours is unique!  We ask the appropriate questions…then listen, very carefully.



YOUR
INVESTMENT STRATEGY  

CLEAR, CONCISE, AND PERSONAL COMMUNCATIONS   Your investment progress is reported to you on a quarterly basis with easy to read color reports, which summarize your account history and portfolio performance. Our regularly scheduled meetings will provide us the opportunity to keep in touch with your life and your concerns. 



VARIETY OF INVESTMENT PROGRAMS
 

  • MANAGED BROKERAGE ACCOUNTS  help simplify your investments:
    • Consolidated management and reporting
      • Numerous accounts may be managed as one, reducing costs and providing greater potential for diversification.
      • One report for numerous accounts makes it easier to discern the overall performance of your investment.
      • Simplify tax reporting through consildated 1099 dividend and capital gains reporting forms.
    • Portfolio construction to address your personal needs:
      • tax impact
      • time horizon
      • goals
      • investment objectives
      • risk and return balance
    • Eligible assets may include:
      • stocks, bonds, cash
      • up to 4,000+ allowable funds
      • closed-end funds
      • exchange-traded funds (ETFs)
      • wrap UITs, CDs, options (only covered call and protective puts)
      • advisory/institutional shares
      • Account minimums as low as $25,000