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DEIGHAN ASSOCIATES, INC. - REGISTERED INVESTMENT ADVISOR
455 HARLOW STREET BANGOR, MAINE 04401 - TELEPHONE 207.990.1117
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Deighan is Different
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"At Deighan Associates we begin by looking at the future through our clients' eyes."
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Jean M. Deighan
President
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Everyone is unique, and we believe investment portfolios should be tailored to
reflect individual differences. Careful listening is our first step as we work
with you to structure and administer your investment program. We review your
capital appreciation goals, income requirements, risk tolerance, time horizon,
liquidity needs, and tax issues, as well as preferences and circumstances that
are unique to your financial situation.
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Once retained we:
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- Create a written Investment Policy Statement that reflects the general guidelines
governing your account;
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- Develop an overall plan of asset allocation (between stocks, bonds, and cash) which
is diversified and consistent with your objectives and risk tolerance;
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- Select securities in line with that allocation, which provide the potential for a
favorable investment return while incurring a degree of risk that is acceptable to you.
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Only after we are certain that we have developed a mutual vision with you, our client,
will we start building your investment portfolio.
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