DeTray Investment Group is a fiduciary-focused financial firm based in Defiance, OH, specializing in investment management and retirement planning. With a commitment to their clients' best interests, they provide defensive investment strategies to protect and grow assets, offering professional guidance to interpret the financial climate and assess progress towards financial goals.
Through personalized conversations and data gathering, DeTray Investment Group creates custom portfolios tailored to each client's unique needs and objectives. They go beyond 401(k) planning, helping clients identify additional sources of income for a secure retirement. With a focus on knowledge and risk analysis, they ensure that portfolios are aligned with goals and risk tolerance, offering a no-obligation, no-cost risk analysis to help clients understand their feelings about risk and market fluctuations.
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