Services

Vulcan Investments is a full service State Registered Investment Advisory Firm providing:

Retirement Planning 

Our Retirement Planning process can provide you with the tools needed for a successful retirement income strategy. After prioritizing your retirement goals and determining your income needs, a comprehensive plan is created to assist in achieving your long-term financial success.

Investment Advisory Accounts 

Through our Investment Advisory Account, we take on the day-to-day responsibility of researching, monitoring, and selecting investments on your behalf. Benefits include:

  • A custom-made portfolio based on your distinct financial objectives and risk tolerance
  • One-on-one consultations with your Investment Advisor Representative
  • Ongoing performance monitoring and portfolio rebalancing

Investment Supervisory Services

If you prefer to make your own investment decisions, then you may wish to consider our non-discretionary Investment Supervisory Services. As with an Investment Advisory Account, you will benefit from ongoing professional advice from your Investment Advisor Representative, but with one key difference: you make the final decision on which investment you choose.

Investment Consulting Services 

Through our Investment Consulting Services, we evaluate the effectiveness and efficiency of your existing investments. This service is most suitable for clients that want one-time or periodic oversight to ensure that their existing investments are aligned with their goals and objectives.