Trainor Consulting believes that everyone should have access to affordable investment advice and inexpensive tax preparation.
We provide personal investment account advice and retirement account advice at an affordable price. For personal accounts, we provide a model portfolio with specific recommended securities. On a quarterly basis, we review client-provided account statements and we review the positions and securities. We provide recommended transactions to re-balance your portfolio and update the portfolio’s holdings, if warranted. We review all recommended securities on a rotating basis. (You can request a copy of the review schedule if interested.)
For retirement plan accounts (like 401k or 403b plans) Trainor Consulting will review the plan’s investment choices and create a portfolio using the appropriate securities. Clients will provide us with their plan account statements and we will review your balances, transactions and the Plan’s investment choices. Then we provide recommended trades to re-balance your portfolio and make investment changes if warranted.
Our goal is to help you reach your investment goals. We at Trainor Consulting look forward to working together and earning your trust and respect.