Engleson & Associates, Inc. offers a Risk Management/Wealth Preservation Program. It is based upon using a combination of technical and fundamental analyses when determining what individual stocks or mutual funds we should Buy or Sell.

Technical Analysis includes:

1. When to Buy

2. When to Sell

3. Trend Analysis

4. Relative Strength

5. Momentum

6. Price Forecasting

We review your account monthly to evaluate where you should be invested and where you should not be invested.

We review both your individual assets and your retirement assets.

For those still working, we advise you monthly on your 401(k). We are currently advising individuals on their 401(k) accounts with several local and fortune 500 companies.

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