Located on Main Street in historic Boalsburg PA, Culbertson Financial Services is a diverse insurance and investment services company. This wealth management boutique was founded by Scott Culbertson in 1976, and prides itself on delivering a high level of personal services, stock advice, and financial well-being.
When it comes to investing, our goal is to provide a superior, personalized and customized stock portfolio that seeks to differentiate you from traditional “buy-and-hold” investing. Our stock selection process prepares your portfolio for investing through all four phases of the economic cycle. In addition, we enhance traditional stock investments with diverse options such as constructed portfolios that offer tax advantages, to help you seek opportunities, while still managing risk. These alternatives are becoming more mainstream as they are widely used to enhance diversification, lower volatility and potentially improve risk adjusted returns. Our modernization approach to your portfolio adds alternatives to help you pursue your goals.
If you have been employing a “buy-and-hold “strategy it might be time to consider additional investment techniques. The volatility of today’s markets require a more defined “hands-on” approach, where assets can be monitored specifically and reallocated immediately to pursue a desired goal. As a diverse insurance and investment company, Culbertson Financial Services is uniquely suited to provide you the guidance that you need.
Stock investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Speak to An Advisor
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.
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