Active Strategic Management
Management / Financial Planning
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Contact a Paisley Financial Associate to learn more about how we can provide for you.Learn more
401 K Plans
A 401k retirement plan is a special account funded through pre-tax payroll deductions. Funds in the account can be invested in stocks, bonds, mutual funds or other assets, and are not taxed on any capital gains, dividends, or interest until withdrawn.Learn more
An IRA is an Individual Retirement Account, and provides either a tax-deferred or tax-free way of saving for retirement. There are many varieties of IRA's please read more on the link below to see which is right for you.
A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. Many different plans exist. Learn more to see which is right for you.
Alternative investments are instruments such as physical gold or other commodity based ETF's such as oil or lumber which can be used as a hedge or inflation hedge against an overall portfolio.Learn more
Paisley Financial provides timely and accurate research on markets, companies and industries. Our team offers more than three decades of experience as well as time held relationships with industry experts that will bring the highest quality of knowledge to our customers.Learn more
In general, Risk Management is the
identification, assessment, and prioritization of risks
followed by coordinated effort to minimize and monitor through
the probability future risk while maximizing the realization
At Paisley Financial we can manage risk by transferring the risk to another party, demonstrate how to avoid the risk, reduce the negative effect of the risk upon the business or individual, and show you how to understand the inherent risk of your business and the consequences of it throughout the business cycle.
As an organization that works closely in financial risk management every day, it is our goal to create economic value by using financial instruments to manage exposure to risk, particularly credit and market risk. As a specialization of risk management, financial risk management focuses on when and how to hedge using financial instruments to manage costly exposures to risk, whether it be qualitatively and quantitatively.
In the markets themselves you have all types of exposure that can range from Foreign exchange, Shape, Volatility, Sector, Liquidity and Inflation risks. Please feel free to give us a call to find out how we can create value to your organization by, explicitly address uncertainty, be systematic and structured, (no one likes surprises), tailor a program that meets your needs and most importantly create a dynamic system that is responsive to change in risk.
We look forward to talking with you if you have any questions.