How We Work
How We Work
At Old Dominion Asset Management, Inc. we are Wealth Managers. This means we believe that relationships are the key to successful planning. We follow a strict discipline by using a wealth formula to help grow this relationship with our clients:
WM=IC+RM+IP+WP
Investment Counseling
- Monitor Markets
- Diversification
- Regular meeting and updates
- Risk Tolerance
- Management Plan
- Discretionary/ Nondiscretionary management
Relationship Management
- Life changes
- Family
- Goals/Objectives
- Annual Meeting
Insurance Planning
- Needs analysis
- Retirement needs
- Legacy Planning
- Business Continuation
Wealth
Planning
- Estate Analysis
- Wills, Powers of Attorney, Beneficiaries, Medical Directives Review
- Trust Planning and Distribution
- Retirement Income Planning
- Asset Distribution