Investments are not the only piece of our clients’ financial puzzle. It is, however, and important piece. Our approach to managing clients’ investments always begins with education. In our opinion, a well informed investor typically equals a less stressed investor.
Investment Education
Thorough explanation and teaching on the universe of investment options (mutual funds, stocks, ETFs, UITs, Bonds, etc.)
Fee Analysis & Education
Thorough explanation of how investment fees work and the hidden fees you may not be aware exist
Risk Analysis
Determine and explain your current risk level vs. your desired risk level
Tactical Asset Allocation
Prepare a short term portfolio strategy that seeks to take advantage of strong market sectors or market mispricing
Core & Satellite Investing (Race Horse vs. Work Horse)
Help you segregate your investments between long term (buy and hold) vs short term opportunities
Regular Rebalancing
Make sure your investments stay at your desired risk level
Income Generation
Create a “monthly paycheck” from your investments using various strategies (i.e. yields, dividends & interest)
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