Money management based on the season of your life
A portion of each of our clients' portfolios are invested in a group of broadly diversified ETFs that have a long term investment time horizon. The ETFs are chosen based on each client's goals and risk tolerance and will contain both equity and fixed income focused funds.
The economy is understood to operate on a definable business cycle that progresses through 4 stages; expansion, peak, contraction, and trough. Different sectors and industries outperform the broad economy at different stages of the business cycle. We invest a portion of each portfolio in assets that are selected to take advantage of these trends, which usually last between 18 and 24 months.
Strategic opportunities often arise allowing us to provide additional value to clients' portfolios by acting more nimbly. Investments in this portion of the portfolio may include ETFs, stocks, bonds, CDs, or at times of great risk holding more cash. These selections allows for additional flexibility in tailoring specific investments to meet our clients' individual needs.
What we deliver to you
"An investment in knowledge always pays the best interest."
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