Our Firm

At MDK Financial Group, Inc., we regard our relationship with each client as a partnership. We strive to establish long-term investment objectives and to assist our clients in monitoring their investment results to help assure the achievement of their goals. For 403(b) and Wealth Management Program (WMP) client accounts, MDK makes available a strategy which selects, allocates, monitors and rebalances as appropriate institutionally approved investments.

Our Philosophy & Approach
Utilizing the financial profile, which is designed to determine client objectives, risk tolerance, and current financial need, we formulate an investment plan and financial strategy. MDK and the client discuss the initial investment plan and agree to the financial strategy.

The Power of Objectivity
As an objective third party, we help you evaluate the many alternatives in the marketplace to determine which investment services that are suitable to meeting those needs. We perform research on the universe of investment alternatives. Recommendations are based solely on their value and potential to help our clients reach their financial goals. If appropriate, retirement savings and personal investments are allocated in line with MDK recommended portfolios with the intent of accomplishing the highest probability of achieving and maintaining financial independance. We position client investments to match an acceptable amount of market risk and develop investment alternatives suitable for long-term investing. Investing based upon strategies or models does not assure a profit and past performance is not a guarantee of future results. Thus, we promote diversification that strives to diminish the volatility of the portfolios.

The Research Process
Our experience has shown that clients are best served with a customized blend of investment services. We work closely with and continually analyze an extensive network of competitive institutional money managers that specialize in managing specific areas of the market. Based on the unique needs of each client, we will ultimately recommend an alliance of these services that seeks to provide a highly effective and efficient investment solution.

Collective Experience
We believe that high-value advice comes from the wisdom of collective experience. The increased volatility and complexity in today’s financial markets magnifies the need for clear and actionable advice. We believe this clarity is best achieved by drawing on the expertise and perspectives of Portfolio Managers, Directors of Research, and Chief Investment Officers at various investment companies. We believe financial wisdom is gained through collective experience and are pleased to let our hindsight be your foresight.

Our Commitment to You
The success of your investment portfolio ultimately depends on how well it reflects your overall goals and objectives and how well it adapts to changes in your needs and the financial marketplace. MDK Financial Group, Inc. is a full service financial firm committed to continually respond to changes in our client's needs with innovative and objective solutions. Through Geneos Weath Management, we offer a wide range of financial products (securities) and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide.