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Akin Investments, Solutions for a Complex World

Akin Investments

Investment Consulting

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In addition, our advisors are supported by our Investment Team who are consistently committed to pursuing solid investment strategies:

  • Portfolio Performance Analysis

  • Risk Evaluation

  • Investment Time Horizon

  • Asset Allocation

  • Assessment of Impact of Costs

  • Assessment of Impact of Taxes

  • Withdrawal Strategies

  • Stock Concentration Divesting Strategies

  • Dollar Cost Averaging

  • Independent Professional Advice (IPA)

  • Structured Settlement Adv

  • Review of Outside Investments

  • Complete Picture Approach

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Asset Protection &

Risk Management 

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Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. We listen intently, assess your needs, and then help you create a path that leads you toward your desired outcomes. We strive to identify risks that could impact your situation such as

  • Market Risks

  • Liability Risks

  • ​Structured Settlement Evaluations and Transfers

  • Moral Obligations to Family

  • Legal Risks from Business Ventures.

We will evaluate strategies to help reduce potential exposure to the loss suffered from unforeseen events.

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Elderly Couple Contract

Estate Planning

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Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals.  We strive to provide customized planning solutions that inspire confidence and help secure your financial future.

  • Wealth Enhancement

  • Wealth Transfer

  • Wealth Protection

  • Charitable Giving

  • Life Insurance Needs Analysis

  • Annuity and Structured Settlement evaluations and advice

  • Estate Planning

  • Gifting

  • Education Planning

  • Caring for Elderly

 

Come see us in the heart of Charleston! 174 Meeting Street, Suite 300-76, Charleston, South Carolina 29401

Free Consultation Book Online 843-822-4789  844-RIA-AKIN​

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Our Services

Akin Investments Logo Registered Investment Advisor

Akin Investment
Wealth Management Reimagined
 

  • investment adviser

  • Asset & Cash Management Solutions

  • Wealth Management

  • 401(k) Rollovers

  • Alternative Investments

  • Endowments and Foundations

  • ​Estate Planning Strategies

  • Executive Financial Services

  • Financial Planning

  • Philanthropic Mamagement

  • Retirement Planning

  • Structured Settlement Transactions

We do not sell any financial or insurance products.
We do not take custody of funds or securities. 
We simply offer expert advice.

Akin Investments, Solutions for a Complex World

Stephen Akin Founder/investment advisor representative with over 39 years in Wall Street

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Web Content Accessibility

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Privacy Policy. 

Akin Investment never sells your information. All information gathered on this website is for the purpose of helping our clients and nothing is shared or sold to any third party. We value our clients trust and privacy.

 

This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites.  We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information. 

 

External links disclaimer. Throughout our site you will find links to external websites Although we make every effort to ensure these links are accurate, up to date and relevant, Akin Investment Advisory cannot take responsibility for pages maintained by external providers. Â Please note that external links from this website are provided as a courtesy. We take no responsibility for information contained on external links from this website. 

 

Registration or subscriptions

In order to use certain sections like our “Book online” feature on this website, a user must first complete the registration form.  During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the services on our site in which you have expressed interest.  At your option, you may also provide demographic information (such as gender or age) about yourself, but it is not required. 

 

Legend

This site is intended for clients and interested investors residing in states where Akin Investments, llc is qualified to provide investment services. Akin Investments, llc is a Registered Investment Adviser, located in Charleston, South Carolina registered with the State of South Carolina and the State of Mississippi. Akin Investments, llc may conduct business in those states or locations in which it is registered or qualifies for an exemption or exclusion from registration requirements similar to or as provided for under established de minimis rules.

 

Akin Investments, llc website in no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of South Carolina, the State of Mississippi or outside of those states with an established de minimis rule. If you have questions on your specific situation please reach out to Akin Investments, llc at (843)-822-4789.

 

Akin Investments, llc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Akin Investments, llc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

 

View our ADV firm brochure

View our ADV firm brochure

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