Investment Services

Client accounts are normally held at a brokerage firm or a bank custodian, which may be recommended by The Marshall Plan Advisors, Inc. (MPAI) or selected by the client and subject to MPAI’s approval. Most MPAI clients can monitor their portfolios in real time online through the broker's website and also through monthly statements. Live client support is typically available during normal business hours and Dr. Salkin is also available to answer client questions and discuss portfolio progress.

Setting Goals

Following an initial contact with MPAI, a potential client will meet with MPAI regarding investment attitudes and tolerance for risk, as well as the types of investments that make sense for meeting long and short term goals. Based upon a potential client’s needs for growth and income, MPAI will suggest an investment plan suited to your investment goals.

Continued Growth

In order to ensure your goals are being met, and to stay apprised of changes to your needs, MPAI strives to maintain regular contact with its clients. Personalized attention and client satisfaction are among our primary goals, and MPAI maintains dedication toward achieving those ends.