Financial Management Advertising Profile
Financial Management Company Overview:
To develop a financial management practice based on personal service and portfolio performance. Building strong and lasting relationships with our clients is our top priority and we do so by following our firms motto throughout the entire client experience. Listen First, Build Wealth, Secure Futures. Our objective is to invest your portfolio so that it will grow in value and yield the return you seek with the lowest possible expenses while staying within the boundaries of your risk tolerance. The best way to achieve this is through diversification, in other words, the allocation of your portfolio among different asset classes. Simply stated, depending on your situation, your money is invested in a variety of stocks, bonds, mutual funds and ETFs and then rebalanced periodically. Being diversified among asset classes does not mean living with low returns; rather, it delivers better volatility-adjusted returns. In addition, we believe: that portfolios should be rebalanced periodically in order to maintain a long-term chosen asset allocation (that can change when financial objectives change over time); that over the long-term common stocks outpace income investments (their higher expected returns are coupled with compounding interest); and that reasonable expenses and tax efficiency are important to total return. Our client portfolios are designed using in-depth asset class research and mutual fund due diligence from Morningstar, and other independent sources. We invest in actively managed mutual funds, indexed mutual funds, exchange-traded funds, along with individual stocks and bonds to build your portfolio and monitor it against established benchmarks.
Primary Address
130 D Street NW
Ardmore, OK 73401
Financial Management Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Financial Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Financial Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Financial Management have?
Financial Management has 1 unique brands.
How much does Financial Management spend on media?
It is unknown how much Financial Management spends on media.
Financial Management Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Financial Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Financial Management?
The chief marketing officer at Financial Management is N/A.
How big is the Financial Management Marketing Team?
There are 1 staff members currently involved in marketing for Financial Management.
Financial Management Ad Spend 2025
This section digs into the specifics of the advertising spend at Financial Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Financial Management Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Financial Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Financial Management Media Mix
Explore a detailed breakdown of the last 12 months media spending for Financial Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Financial Management Social Media Marketing Ad Spend
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