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Investing

Investing

ALMEA Investment Services

It’s not enough to just invest. At ALMEA, we help you choose the right mix of investments to help you meet your goals. We want to be your Vancouver Washington investment service of choice. Many factors need to be considered, such as your previous investment experience, your time horizon for your investment goals, and your tolerance for risk, just to name a few. Additionally, it might be important to decide how to spread your money among different:

  • Asset Types – Choose from stocks, bonds and cash. Note that equity investments are subject to market fluctuations, while lower-rated bonds are subject to fluctuations in value and risk of loss of income and principal.
  • Sizes and Types of Companies – You can opt for investments in large, established companies or small cutting-edge companies; they each have their own benefits and risks. Investing in smaller companies entails additional risks, due to their small asset size. However, large companies may have difficulty keeping up with a rapidly changing market.
  • Geographic Regions – You can invest primarily in the United States, internationally or globally. Investing outside the U.S. – especially in developing countries – entails additional risks, such as currency fluctuations and potential political instability.

By diversifying – choosing a wide variety of investments – we can help you reduce the volatility of your overall portfolio. Diversification does not ensure a profit or protection from losses.

Mutual Funds
Stocks
Preferred Stock
Corporate / Government Bonds
Exchange Traded Funds (ETF)
Managed Accounts
Certificates of Deposit CDs
Money Market
Alternative Investments
401(k) Rollovers

This site is for informational purposes only and is not an offer to sell or a solicitation of any offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. ALMEA Insurance, Inc. is not a registered broker/dealer or investment advisory firm. Bill Wilson is licensed to offered securities through KMS Financial Services, Inc. ALMEA Insurance and KMS Financial Services are not affiliated and there is no common ownership or control. | Member FINRA / SIPC