James Van Metter & Associates
JAMES VAN METTER specializes in personalized financial services to individuals and small businesses. As an Investment Advisor Representative of Private Portfolio Partners, LLC, he is able to offer a wide range of unbiased financial advice on many financial matters.
Unlike some financial service companies, our firm is not part of a large corporation. This means our loyalty is to our clients. Our size allows us to become thoroughly familiar with you, your own particular situation and goals. We are able to assist you now, and in the future, as goals change. We work with fewer clients so that each one receives the personalized attention required for financial planning services of the highest quality.
Jim Van Metter can offer access to the following Financial Planning Services:
- Comprehensive Financial Planning
- Stock Option Planning
- Retirement Planning & Investing
- Education Planning
- Investment Strategies
- Tax Planning
- Estate Planning
- Pension Planning
- Insurance Analysis
- Mortgage Consulting
The services above are provided on a flat fee or an hourly basis.
Investment Advisory Services:
This service is provided for those clients seeking portfolio management. Using Modern Portfolio theory, a portfolio is designed based on the client’s individual risk tolerance level. Quarterly reports are prepared which track investment returns. This service is provided on a fee basis and is based on the size of the portfolio under management.
Separate Account Management:
For larger accounts, we utilize independent, third party Professional Money Manager programs. With these programs, the client has access to many of the leading institutional investment managers. We are able to offer a customized approach utilizing individually managed equity and bond positions, managed for tax efficiency.
For clients who are seeking investment products only, we will recommend an investment suitable for the Client. This service is provided on a commission basis through LPL Financial.
To see how you can benefit from the services offered we offer, please call for your introductory consultation. The meeting is free of charge and can uncover the particular area(s) of financial planning required.