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Investment Strategies

   Investment Strategies | Asset Allocation | Tax Advantaged Investing

Bancnorth Investment Group, Inc. offers objective, comprehensive advice that will serve you throughout your investment lifetime. We rely on access to the most current resources to help investors achieve success in today's complex marketplace. In short, we provide highly personalized service, broad market research capabilities and customized financial solutions to satisfy your financial needs.

Here are just a few of the more than 750 mutual funds* we can help you select:
  • AIM Funds
  • Oppenheimer Funds
  • Putnam Investments
  • American Funds
*Mutual funds are sold by prospectus. For additional information, including charges and expenses, consult the prospectus and read carefully before investing or sending money. A prospectus may be obtained from a financial advisor.

We know that financial situations change. Goals change, too. We will consider many variables before creating a personal investment strategy for you. Because a number of factors will determine the appropriate asset allocation for your investment portfolio - such as your financial assets and liabilities, your current age and your tolerance for risk - we always begin with a private consultation in which we review:

  • Your Financial Goals
    What do you want to accomplish? How much do you want to invest? How long do you have to invest? What is your tolerance for risk?

  • Developing an Asset Allocation Plan
    Creating an investment portfolio by identifying which investment vehicles are most suitable for you is the next step in planning your investment strategy. Selecting the proper asset allocation is important for maximizing potential returns while spreading your risk among different types of investments.

  • Your Investment Strategy
    Once we've done all the homework, it's time to put our investment strategy to the test. Think of your investment as an extension of yourself, tirelessly working to provide for you and your family.

  • How Your Strategy is Working Over Time
    We'll continue to follow your progress and offer adjustments in your investment strategy that will best respond to market fluctuations or lifestyle changes. It's all part of our commitment to help you maximize your investment potential while protecting you from undue risk.

Related Topics

  • Asset Allocation - Provide a hedge against risk
  • Tax-Advantaged Investing - Take advantage of tax-deferred programs

    • Contact a Financial Advisor today

    Whether you're planning for retirement, funding a college education or protecting your assets, we can help.