Yellow and black hazard stripes painted on a concrete surface.

Portfolio Construction

Whether you are starting out as a brand-new Investor or continuing the management of an existing portfolio of investments, deRocco Financial Group can help you with the construction or continued construction of your financial portfolio.

Client portfolios are comprised of three components:

Income - Growth - Opportunities (IGO)

We will help ensure that there is alignment between your portfolio and your investment objectives. And in an industry where the only constant is change, we will consistently and constantly work to make sure that your portfolio continues on the path towards your financial goals as the markets shift and evolve.

Free Consultation & Evaluation

Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with the current market and future trends, tempered by sound consideration. You’ll find all that and more with deRocco Financial Group. 

Scroll to Top