Investment Services

Portfolio Development

Building an investment portfolio is a complex process.  The investment professionals at Middleburg Investment Group will work with you to define you investment strategy, goals, timeframe and risk profile to create a portfolio tailored specifically for you.


We are uniquely positioned to provide comprehensive investment planning solutions to our clients. 
 
What Makes Us Different? 

Our investment advisors will develop an investment strategy tailored to fit your specific needs and circumstances. We work with our clients to assist them in determining their investment objectives and an appropriate asset mix commensurate with their needs, goals, and risk tolerance. Our portfolio construction typically focuses on three primary asset classes: stocks, bonds, and cash equivalents.

Types of Accounts:

We work closely with our clients to develop equity, fixed income and balanced investment portfolios.  Regardless of the investment style, our approach to portfolio development and management employs a disciplined process that includes:

 

Personal appointments may be made to discuss your individual investment needs by calling 540-687-4805 or 800-745-8625.  You may also send us an email by clicking here

Middleburg Trust Company is a wholly owned subsidiary of Middleburg Financial Corporation.
Securities offered through LPL Financial Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Middleburg Bank and Middleburg Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Products and services made available through LPL Financial are not insured by the FDIC or any other federal government agency and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


 

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