McCann Wathen Retirement Strategies- A financial advisory practice of Ameriprise Financial Services
Client Service Associate
October 2014 — Present
McCann Wathen Retirement Strategies Investment Philosophy:
McCann Wathen Retirement Strategies follows a Safety-Income-Growth (SIG) total return strategy. Our primary objective is to provide the highest level of safety within our portfolios and to generate a growing income stream. This strategy is based on the time-tested financial concept that as a security produces more income, it becomes more valuable. We expect over time to receive both price and income appreciation.
We think our Safety-Income-Growth total return strategy fits well with the objectives of personal portfolio management. Ultimately, most of our clients want to live off the returns from their portfolios and the SIG total return strategy is a prudent way to help them build assets, protect portfolios, and create distributable cash flow to support their lifestyle.