Portfolio Management

All Teague & Associates client portfolios are custom designed reflect your personal goals, time horizon, and risk parameters, as well as other considerations. Portfolios are typically managed with a blend of both income- and growth-oriented investments, and each client’s portfolio is tailored specifically to their goals, circumstances, objectives and risk tolerance.

Growth Portfolio Management

At Teague & Associates, we utilize research data services to guide the investment decisions that are implemented in our client portfolios. Our combination of economic and market research allows us to make well-informed decisions about where our client portfolios can be most strategically allocated. Our four-step consultative process begins with discovering your goals and objectives.

Income Portfolio Management

When you retire, you need a steady cash flow to meet your daily needs and live out your dreams. At Teague & Associates, we are continually researching comprehensive strategies that allow us to provide potential income options to clients, while still always focusing on capital preservation.