Individual Investment Strategy

Investments should play a key in your plan, no matter if you’re building your wealth for tomorrow or enjoying it today. We can offer investment options tailored to your individual risk tolerance, time horizon, and tax circumstances. The result will be an asset allocation as unique as your financial goals.

Essentially, asset allocation is where our investment philosophy meets your risk profile to form a personalized comprehensive plan. All investments assume risk to some degree, whether correlated with the market, interest rates, inflation, liquidity, or taxes. Your individualized asset allocation will mitigate risk by diversifying and rebalancing your portfolio.


An Evolving Strategy

Perhaps the only certainty regarding the financial markets is that they will change, and so will your financial situation. Your portfolio may stray from your asset allocation as different asset classes perform better or worse. We will rebalance accordingly to maintain your strategic asset allocation.  In addition to variable market conditions, your investment needs, preferences, priorities, and risk tolerance may change over time.  We will continually reassess your portfolio to maintain your desired asset allocation.

Your individual investment strategy may include:

  • Individual stocks, individual bonds, municipal bonds, mutual funds, exchange-traded funds, closed-end funds, and annuities
  • Alternative investments—oil and gas partnerships, business development corporations, interval funds, reinsurance, and non-traded REITs

Your strategy will utilize tax-efficient investment concepts like:

  • Individual retirement accounts—Traditional IRAs, Roth IRAs
  • Group retirement plans—401(k) plans, SIMPLE IRAs, SEP IRAs
  • Tax-advantaged college savings—529 Qualified Tuition Plans

Contact us today to discuss investment options tailored to your goals.

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