Asset Management

It doesn’t have to be complicated.

Asset Management & Investment Strategies

Stocks. Trusts. Certificates of deposit. Individual retirement accounts. Real estate. An investment portfolio can include a wide range of options—each having its own risks, rewards and rules.

It makes asset management pretty complicated. Thankfully, you’ve got help.

Through our strategic affiliation with Avantax Planning PartnersSM, James Moore provides you objective and knowledgeable advice for your entire financial plan. Together we’ll focus on investment and tax planning as you establish goals. We help you allocate assets, select investments and review/adjust contributions.

Our approach to your investments emphasizes a blend of diversification and safety. By finding the most suitable investment options for your portfolio while minimizing your portfolio’s risk exposure, we can help bring you that much closer to your financial goals.

Asset management services from James Moore and Avantax Planning Partners does the legwork for you and makes the complicated… well, less so. And you can feel better knowing your investment strategies are being implemented and monitored according to your unique financial needs.

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax entities are independent of and unrelated to James Moore & Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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