Investment Advisory 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.