COMPREHENSIVE WEALTH MANAGEMENT
Your Financial Goals deserve Professional Advice
The acquisition of wealth requires significant hard work, dedication and thoughtful planning. The management of that wealth should be no different.
Today’s Investor is confronted with a number of investment choices. We strongly believe that in order to make the most of your investment dollars, you need the benefit of a professional financial advisor who understands your goals as well as the complex investment environment.
Fee based Asset Management puts both of us on the same side of the table. The compensation we receive is based on your account value. Trading in your account occurs to maintain portfolio balance, rather than generate commissions. All forms of compensation are fully disclosed and agreed upon.
We Can Help:
- Introduce Nobel Prize-winning economic theory into your investment selection process.
- Establish a more scientific understanding of your personal risk tolerance through completion of an Ibbotson Risk Tolerance Questionnaire.
- Position your investments so you accept a comfortable amount of risk.
- Ensure that you select investment alternatives with the most suitable long-term prospects for potential market return based on your risk tolerance.
- Leverage the advantage of diversification to diminish the volatility of your portfolio.
Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation and rebalancing, can guarantee a profit or protect against loss in periods of declining values.