Asset Management

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You and your family have worked hard to earn and accumulate assets over a lifetime. Our 5 Tier Risk Management Strategy is designed to adjust your portfolio’s risk to meet your Time Horizon. This means when it’s time for you to leverage your assets, they’ll be there for you to potentially benefit from. 

Volatility happens; it’s part of investing. Our 5 Tier Risk Management Strategy attempts to harness the volatility of the stock market to work toward maximizing your returns, applying the risk you are comfortable with, to pursue your long-term goals so you can enjoy what is most important to you.  

Why Asset Management Is So Important

BUDGET DEFICITS - GOVERNMENT SHUTDOWNS - PRESIDENTIAL ELECTIONS - NATIONAL DEBT - GLOBAL PANDEMIC - GLOBAL CONFLICTS - INTEREST RATES - RISING INFLATION.

Markets go up and markets go down for reasons nobody can control. Our 5 Tier Risk Management Strategy and personalized financial plan have helped investors pursue their long-term goals and work toward reducing volatility so they can think less about the markets and more about what’s important to them. 

What We Can Do for You

  • Your objectives: Not everyone has the same financial objectives. To manage your assets prudently, we first need to understand you and your goals.
    • Income
    • Growth
    • Wealth Protection
    • Legacy/Wealth Transfer
       
  • Your optimal asset mix: There are hundreds of asset-types, and as many ways to do so! Your goals and our process will select the right asset mix to most efficiently and effectively allocate your assets.
    Create a strategic Tiered Risk Allocation plan: Successful investing requires successful planning. We’ll create both tactical and strategic asset allocation and management plans to align with the recommended asset mix.
     
  • Building your portfolio: Today, anyone can create a discount brokerage account and start buying assets. However, this does not an efficient and effective portfolio make. With our thorough process using our Tiered Risk asset allocation models, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help you pursue your financial objectives.
     
  • Ongoing Professional Management: You have a life to live and important things you want to do. You’ve done a great job; you’ve worked hard to save so that you can enjoy the best years of your life. Our ongoing professional management reviews your strategy regularly to keep your portfolio on track.
     
  • Measuring performance: We track the performance of your assets and constantly measure their performance against industry-recognized benchmarks.
     
  • Managing Risk: Our 5-Tiered Risk Management strategy aims to mitigate market volatility and allocate your assets to help you work toward accomplishing your goals today and moving forward. When new risks arise or market conditions change, we’ll make adjustments in a timely manner and take appropriate actions to manage and work toward mitigating the risk and volatility.
     

  • Reviewing, reporting, and revisions: Our Asset Management service is based on open communication and collaboration. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised, and updated to meet your changing circumstances and a changing world.

     

No strategy assures success or protects against loss.  Asset allocation does not ensure a profit or protect against a loss.

Contact us today to learn more about asset management.