Quraishi Law Firm & Wealth Management provides investment management services designed to balance risk with the need to grow your assets. We work with clients who:
- Aren’t confident about making investment decisions on their own
- Want a second opinion from an experienced professional about their portfolio
- Have questions about how to adjust to a significant change in income or a major life event such as getting married
- Need help managing other financial concerns, such as cash-flow planning or debt management
- Are dealing with complex issues such as a recent inheritance
Taking Emotions Out of the Equation
Effective investing requires you to objectively evaluate data and make decisions based on the strength of the market and your individual goals. Unfortunately, this is very difficult for most people to accomplish. Anxiety about a potential market crash, being persuaded by “get rich quick” schemes, or falling for media hype can easily lead inexperienced investors to make poor decisions that put their financial security at risk.
When you choose to work with our team, you can rest easy knowing that you’re benefiting from the expertise of dedicated professionals who take a rational and realistic approach to investing. Our deep understanding of the market allows us to make data-driven decisions instead of chasing quick gains. While we fully believe in the continued, long-term upward trajectory of the financial markets, we by no means believe that an auto-piloted approach is best for your account or your general sense of financial security.
We believe that controlling emotions as an investor can be the most important factor in long-term investing success. For our clients near and in retirement, we aim to provide consistency in the rate of return, protecting the downside as much as possible, while still following the investment formula based on a disciplined, fact-driven approach.
By removing investing prejudices with a smart, mathematical-based approach, we feel investors can substantially increase their probability of success.
Creating a Wealth Management Strategy That Fits Your Unique Needs
While no financial advisor can guarantee specific results, our evidence-based approach is designed to protect your portfolio in down times while achieving market rates of returns during periods of growth. The strategies we recommend are based on your specific financial goals, as well as your time frame for investing, personal risk tolerance, available funds, and current market conditions.
Our investment management services may include:
- Buying and selling assets
- Monitoring existing investments to determine their profitability
- Researching potential investments you may be interested in purchasing
- Creating a short-term or long-term strategy for portfolio holdings
- Coordinating investments with strategies for retirement or estate planning
- Analyzing financial statements to evaluate the effectiveness of particular investments
- Taking steps to minimize tax liability
- Preparing detailed reports to keep you informed on the status of your portfolio
As an independent Registered Investment Advisor (RIA) and Fiduciary, Quraishi Law Firm & Wealth Management works for you—not a third-party company or a big bank trying to profit off your hard work. Our advice is conflict-free, objective, and based solely on what we believe will best meet your needs.
Giving You the Information You Need to Take Control of Your Future
The details of investment management can be complex, but our team feels strongly about the value of client education. We will explain our strategy for managing your portfolio in easy to understand terms and answer questions you may have about why a particular approach has been recommended. We want you to enjoy the peace of mind that comes with knowing you have a solid understanding of what strategies are being used to help your reach financial goals.
Quraishi Law Firm & Wealth Management works with a wide range of clients, including young families, business owners, high net worth individuals, medical professionals, and retirees or soon-to-be retirees. Although we encourage our clients to take a proactive approach to meet their financial goals, we believe it’s never too late to start utilizing the full potential of your wealth.
Our team includes financial planners, wealth management advisors, accountants, and attorneys who work together to provide an integrated one-stop-shop that meets all your financial and legal needs.
We serve clients throughout Northeast and Central Arkansas at our Jonesboro and Little Rock office locations. We are also available to meet with clients in our Memphis, Tennessee office. Schedule a free 15 minute call today to discuss how we can be of assistance with your financial planning and investment management needs.
*All financial planning and advisory services are provided through Quraishi Wealth Management, LLC.