Our Mission Statement

Our mission at Baksy & Associates is to serve the investment needs of our clients by creating an investment plan based on their needs, objectives, and risk tolerance. First, we help them understand and implement the plan. We then work with them through regular reviews to ensure the plan's objectives are met and make any adjustments necessary.

It is important to note that investment planning is a three-part process. Experience has demonstrated that a well constructed plan without regular reviews does not produce results. Similarly, portfolio reviews with no plan objectives to measure against generally achieve very little.