Looking Both Ways
All too often financial decisions taken in one field have an adverse impact on another when your service providers are not coordinated. For instance you might take profits on an investment now, but suffer negative consequences on the tax side.
At C & R Management Services we encourage the holistic approach of blending the two disciplines: Investing & Taxation. Since we do the tax returns for many of our investment clients, it is easier to see the big picture before taking any decisions that will have a material effect either on their portfolios or their tax liabilities.
Who controls your funds? Not us! Our practice is to let a nationally recognized brokerage firm act as the custodian of your assets. We are in the business of portfolio management, not banking. Far too many investors have lost their life's savings over the years to people calling themselves "investment advisors" and we don't wan't to get mixed up in that crowd!
Live outside of the US? No problem! Investment principles are global and as long as prudent practices are followed, risks should be minimized as we pursue your goals.
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