“Our investment management process focuses on the development of portfolios that integrate individual client risk parameters. These risk parameters are the catalyst for the design of strategies that focus on stability within a volatile market environment.”

– Mark Hall, CRPC™
Senior Vice President/Investments
Portfolio Manager – Solutions Program

Turley-Hall-Albanese Wealth Management Group helps you stay focused on the big picture while making necessary adjustments along the way.  The strategies we design with you are intended to handle inevitable changes in your life and larger financial world.

Resource preservation
After years of building up significant assets, clients are understandably interested in preserving as much as possible.  Turley-Hall-Albanese Wealth Management Group can recommend portfolios geared to your risk tolerance, time horizon, liquidity needs, lifestyle, spending, and goals.  Also, because many of our clients enjoy above-average incomes, even into their retirement years, we can offer cash flow management strategies designed to help you make the most of your earnings.

Potential growth
Our team explores various growth strategies designed to help your portfolio address your needs while withstanding inflation and inevitable market and economic cycles.  We can also work with your outside tax and/or legal advisors to address any tax issues.  We look at how much growth you may need and for how long, and how much liquidity you may need at any given time.

Refinement
A smart financial strategy evolves with you as your life and outlook change.  Turley-Hall-Albanese Wealth Management Group periodically reviews your portfolio with you, as well as various risk scenarios that may impact your wealth.  Where needed, we can offer refinement suggestions to help keep your core strategy on track and moving toward your goals.

Discretionary Portfolio Management

Lee Turley, Mark Hall, and Dustin Albanese are qualified as portfolio managers in the Stifel Solutions Program.

This fee-based advisory services program allows them, with your permission, to build and manage custom investment portfolio strategies, and to make buy and sell decisions according to your investment objectives.  This eliminates the need for your day-to-day involvement and gives your portfolio the flexibility it needs.  

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.