Investment Management

Investing can be an overwhelming and sometimes daunting experience. Tap into the expertise of the Pachira team so that you can have confidence knowing your investments are managed by financial professionals. We offer:

Investment Management
Market Research
Asset Allocation
Portfolio Review
Income Tax Insights
Self Employment Retirement Plans
Financial Education and Literacy
Account Aggregation
Maintenance and Administrative Support
On-Demand Trade Requests
Personal Financial Website with Net Worth Barometer
Financial Document Storage and Organization
Access to Our Professional Network
Monthly Newsletter
Webinars and Semi-Annual Market Updates