Investment Services

Saunix Investment Management, LLC offers investment advisory services tailored to the investment goals, objectives, risk tolerance and time horizon of each client. A detailed Investment Plan is created that factors in all the special financial and personal circumstances of each client which results in a unique asset allocation strategy for each client. The Investment Plan is generally implemented utilizing exchange traded funds, mutual funds, REITs, preferred stocks and/or individual stocks and bonds. A key tenet of Saunix Investment Management is to maintain extremely efficient and cost-effective portfolios that perform at or above established benchmarks.

Past performance is not a guarantee of future results. Investing in securities involves a risk or loss that clients should be prepared to bear.

Saunix Investment Management, LLC offers investment management services tailored to the investment goals, objectives, risk tolerance and time horizon of each client.

These services include but are not limited to the following:

• New Account Set-Up Assistance
• Investment Plans
• Portfolio Reviews, including detailed evaluation of asset allocation with consideration for investment goals, objectives, risk tolerance and time horizon of each client
• Investment Selection and Order Placement through the Use of Limited Power of Attorney
• Ongoing Portfolio Monitoring
• Portfolio Re-Balancing
• Investment Timing Service
• Quarterly Performance Reports
• Fundamental and Technical Equity Research
• One-time Portfolio Reviews