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The information provided on this site is solely for information and education purposes and intended for United States audiences only.  Although Beese Fulmer may provide information relating to investment approaches and opportunities to buy or sell securities, you should not construe any market information, features, tools, or content available on this website as legal, tax, investment, financial, or other advice.  Nothing contained on our website constitutes a solicitation, recommendation, endorsement, or offer by Beese Fulmer to buy or sell any securities or other financial instruments.

 

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Certain portions of this website (i.e., newsletters, articles, commentaries, blogs etc.) may contain a discussion of and/or access to Beese Fulmer’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of or a substitute for personalized advice from Beese Fulmer or from any other investment professional. 

 

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INVESTMENTS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF THE PRINCIPAL AMOUNT INVESTED. 

 

The Beese Fulmer Wealth Profile

Our WEALTH PROFILE helps us gather the type of information we've found essential in establishing who you are…where you want to go…and how you want to get there.
  • We start with basic background information about your assets and objectives.
  • Then we define your goals for the portfolio and what we call your Investment Psychology (conservative, moderate, or aggressive? patient or reactive? hold-and-grow or make withdrawals?).
  • We determine your attitudes and behaviors concerning the market, a meaningful guide to your favored portfolio philosophy.
  • The final section characterizes your personality in general terms and relating to finances.
Before proceeding, think about your total wealth; not just your investments, but your real estate, bank accounts, business assets, and insurance. These are all part of your total wealth picture.

While we specialize in the investment piece, we will take other assets into account in order to build a portfolio that best complements these assets.

Click below to schedule
your personalized Wealth Profile. 

 
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  • Ask the Investor: Is Amazon a company I should invest in?
    Monday, July 3, 2017

    In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.

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