MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

The Mighty Oak Strong America Investment Company (MOSAIC)  manages clients’ portfolios, as its principals would want their investments managed. The company’s goal is to help clients become and remain millionaires by taking prudent risks. To accomplish this, MOSAIC prepares a Portfolio Analysis and Recommendations for every client with a Risk Tolerance Profile to assess the level of portfolio volatility with which each client is comfortable. The Risk Tolerance Profile helps MOSAIC design a unique portfolio to suit each client’s investment needs, objectives, and level of volatility. No two clients have identical portfolios.

In addition to managing investment portfolios, MOSAIC and its affiliated entities, Donald L. DeMuth Professional Management Consultants and William R. Kaufman, Attorney-at-Law, are able to provide a comprehensive variety of financial services including income and estate tax planning, retirement, including 401(k), individual retirement accounts, pension and profit sharing plans, Keogh plans, SEPs, and SIMPLEs, educational needs, insurance needs, income tax returns, wills and trust document preparation.

MOSAIC is a fee-only registered investment advisor. Registered investment advisors are compensated by clients solely for the services provided and not from the purchase or sale of investments or products. Clients are secure in the knowledge that any recommendations made will be in their best interest and will not generate a commission for the firm.

While clients are certainly welcomed to get the advice of other professionals, many will find that they prefer the convenience of having our affiliated companies meet all of their financial needs.

    

 

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