Rescources

September 17, 2020

Seeking to Reduce Investment Risk, Piedmont Provides Guidance


A business owner has focused her time on growing her business. As her assets grow, she contacts Piedmont for investment advisory services, realizing that her investment portfolio is quite concentrated.

She is grateful for the security of her business. However, given increased market volatility due to the COVID-19 pandemic, she seeks guidance in repositioning her portfolio.

The client’s Piedmont team evaluated her portfolio and provided guidance on reallocating her investment dollars. She deeply appreciated the time Piedmont spent and the strategic steps Piedmont took to help her create a diversified portfolio in a tax-efficient manner.

We are calm, confident, and ready to assist during this unexpected and challenging time.