About the Mars National Advisors Process
Building a solid relationship requires consistent communication. At Mars National Advisors, a step-by-step process will guide your financial plan.
Beginning with our initial discussion, through the development of your strategy, to your plan’s execution, you will receive regular communication and portfolio reviews. This process helps you avoid that “in the dark” feeling and is designed to keep you well informed. Timely communication also keeps your plan on the right track when things change – in the economy, in the markets, and in your life.
Sophisticated Planning
Mars National Advisors provides access to the highest caliber financial products and services. MNA will distinguish its offerings by providing customer-centric, needs-based recommendations, with a strong focus on risk management.
We partner with the nation’s leading investment providers selected from an experienced group of professionals. These individuals manage the assets of some of the strongest corporations and wealthiest families in the world.
MNA brings this expertise to our clients’ portfolios. Advice and planning is based on the providers’ use of consistent style models, integrity in conducting business, and proven track records.
Strong Relationships
Karen M. Bostick, Investment Advisor Representative, is focused on the objectives and risk tolerance of each client. With more than two decades of industry experience, and access to a broad range of high quality investment products, Karen will work with you to select a portfolio suited to your needs.
Her advice will be straightforward, yet flexible to meet the changing stages in your financial life.
- Proactive, consultative approach
- Works hard to understand client objectives and investment parameters
- Takes pride in providing solution-based investment services
To get started, contact Karen today or take one of our financial assessments.