Drummond Capital
vb PERSONAL MONEY MANAGEMENT HOW WE CAN WORK
WITH YOU
FINANCIAL
PLANNING FAQ

ABOUT
US

Helping you get where
you want to go.


Drummond Capital’s personal money management services are designed for
anyone who wants expert guidance in growing, protecting and transferring
personal wealth and assets.


Building and managing your portfolio begins with a three-step process that leads to ongoing evaluation of changes and results. First, we’ll perform a detailed analysis of your personal investments. Then your Financial Advisor will demonstrate the most prudent investment strategies that are designed to reduce your expected risk and increase the potential on your long-term rate of return. The next step is actually building your portfolio by selecting the most suitable investments.

Over time your portfolio will be updated to respond to the dynamics of the capital markets, as well as changes in your life and career. We continue to work with you as your needs change and will adjust your portfolio accordingly.