Experience...Integrity...Service

In today’s complex world of investments, it is the rare individual who has his or her affairs in order.  All too frequently, the person of substantial needs and means lacks the time and experience to manage personal investments—and the knowledge of where to turn for truly professional service.  Often, the service that the investor does receive lacks direction, a unifying set of objectives and the continual attention required by an ever-changing investment climate.

Alan Toth believes that a consistent, disciplined approach with emphasis on managing risk will achieve better long-term investment results.  He is committed to developing lasting relationships based on trust and integrity in order to provide customized strategies for his clients and their families.  He employs a comprehensive wealth management approach which utilizes the vast resources of SagePoint Financial to help clients navigate through market volatility as they work together to reach financial goals.

NOTE:  Investing involves risk including the potential loss of principal.  No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck