Additional Details of our Investment Practice

In our investment practice at Norris Financial Group®, accounts are supervised daily. Performance is measured daily in house and reported to the clients quarterly. 

We do not utilize third party managers.  Instead we use in-house research and investment strategies. We employ sophisticated tools, reporting services, and technologies to efficiently and proficiently manage our client’s accounts.

Our investment style is predominantly “active” with an emphasis on risk-adjusted performance measures.  We manage client accounts in an effort to extract a reasonable return for the level of risk they assume.

Our Investment Policy Statement provides us with discretion over the accounts; therefore, at any time we can move any or all of an account to a cash/money market position.