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Our Process

At Cargile Investment Management, we use a multi-step process to evaluate your current situation, identify your goals and develop a plan to turn those goals into reality.

The financial management process at Cargile Investment Managment begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we focus on your specific goals. As prudent, responsible advisors, we advocate for conservative strategies designed to help you grow and protect your assets. We look for ways to manage risk and diversify your portfolio so that you are better positioned to achieve growth over the long-term.

After we have settled on a long-term strategy that fits your needs, we work with you to implement that strategy. Because we believe in developing long-term relationships with our clients, we make ourselves available throughout the process to answer your questions and address any concerns. Our team is here to help you make financial decisions both now and in the future, as your situation evolves.