Investment Management Services
Our clients are individuals and families looking for the most effective and safe way to invest their money and to plan for their future well being. MKG Financial Group offers investment management services and consultancy to help them meet these goals.
We use a team approach to portfolio management that relies on the combined 90 years of financial and investment experience of our principals. We research industry securities and corporate stocks in industry white papers, government and independent business reports, publications on new technology trends, and other relevant sources. Learn more about our Investment Strategy.
We offer:
• Stock portfolio management
• Investment advice & strategy
• Broker-dealer services for existing clients
• Estate planning for existing clients
• Education planning strategy
• Retirement/401K accounts and portfolios
Open Communications
Especially in the wake of the market turbulence of late 2008, today's investors demand open access to their assets and portfolios, and full accountability and communication from their investment advisors. MKG Financial Group has operated with these needs in mind since our inception. We provide:
• Secure log-in access to monthly reports
• Checkwriting privileges
• Streamlined transfers of retirement plan rollovers into stocks and bonds or mutual funds
Our Secure Access allows you to view:
• Annual performance of your portfolio compared to market performance
• Gain and loss information on security transactions
• Available cash on hand
• Specific trade activity
• Account holdings
With MKG's investment services, you will have first-hand access to the most vital and financially empowering information you need. MKG is a member of both FINRA and SIPC.
