Our Investment Strategy

Our Philosophy

Managing investments has no one-size-fits-all approach. Your portfolio may range from conservative to aggressive, depending on your financial goals, risk tolerance, resources, and time horizon.

The portfolios we construct generally consist of index funds. These funds provide broad market exposure and diversification through holdings in many different companies. This helps minimize the probability that a single stock could negatively dictate your portfolio’s overall performance. What’s even better is that index funds tend to be investments with the lowest associated expense, allowing us to help you keep more money in your pocket.

 

 

How We Manage Your Portfolio

Our job is to monitor the market and rebalance your portfolio if it becomes out of sync with your target asset allocation based on your personalized financial plan. Rebalancing helps avoid the possibility of becoming too concentrated in stocks or bonds, compared to your recommended portfolio.

When reviewing your plan, we discuss your current portfolio with you and what changes might be needed to help realize your goals. If, for example, you haven’t been able to save as much for retirement as you’d planned at the beginning of the year, we’ll discuss different scenarios to help you get back on track, such as changing your asset allocation or adjusting your goals.

As we monitor changing market conditions, we continually re-evaluate our strategies. Additionally, we compile market history data quarterly so we have the most current information built into our financial plans while evaluating your options.

Make the most of your personal financial resources now and in the future. Call us at 877-435-2489 and start today!