April 2021 Market Review

PDF

Download "April Market Review 2021.pdf"

Quarterly Market Review

PDF

Download "Quarterly Market Review 1st Qtr 2021.pdf"

February 2021 Market Review

PDF

Download "February 2021 Market Review.pdf"

February 2021 Newsletter

PDF

Download "February Enewsletter 2021.pdf"

January 2021 Newsletter

PDF

Download "January 2021 Enewsletter.pdf"

2020 Annual Market Review

PDF

Download "Annual Market Review 2020.pdf"

December 2020 Newsletter

PDF

Download "December 2020 Enewsletter.pdf"

Welcome to iTi Financial Managment

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Specializing In:

• Fee only, non commissioned Investment Management
• Financial Planning
• Estate Planning
• Tax Planning

http://us.dimensional.com

About iTi Financial Management

ITI Financial Management is a fee only, non commissioned Registered Investment Advisory (RIA) firm located in Springfield, Missouri, managed by Troy Kennedy, Principal/Advisor. Presently we manage approximately $90 million for over 200 accounts. After 17 years as a shareholder/executive vice president with Springfield Trust & Investment Company, Troy Kennedy founded ITI Financial Management in 2009 in order to provide the highest level of personalized investment management and financial planning services to clients. There are no fees to hire ITI nor are there any fees to terminate the relationship. It is truly a partnership with each client. The firm is a registered investment advisor with the states of Missouri and Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

4650 South National Ave., Suite A-1
Springfield, MO 65810

Phone: 417-889-2550

tkennedy@itifinancialmgt.com

Monday - Thursday: 8:00am - 4:00pm
Friday: 8:00am - 3:00pm
Saturday - Sunday: Closed