Broker Check

Investment Management 

“An investor that was out of the market during the top 10 trading days for the S&P 500 Index from 1993 to 2013 would have achieved a 5.4% annualized return instead of 9.2% by staying invested.” So how can you stay invested?

The key to staying invested is developing the proper investment plan, which is one that aligns risk tolerance to the wealth strategy, along with an understanding of portfolio expectations. To accurately align risk tolerance, we utilize a software called Risk Alyze that scores clients on a risk scale from 1 to 99. From there, we create a personalized wealth strategy that aligns risk tolerance, controls investment emotions, and achieves staying invested.

Below is a list of provided strategies:

  • Accumulation
  • Retirement
  • Legacy Planning
  • Protection

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