Overview :
There are thousands of investment managers with different investment philosophies. The question inevitably becomes, “What investment philosophy should I choose?”
Since you have already attained a certain amount of success, choosing the right investment philosophy offers you a level of financial wealth required for your journey.
We have created a distinct process that simplifies all the confusing information in the market and provides an individualized map toward your future purpose. The Diversification Strategy® helps you formulate the ideal investment philosophy while defining your tolerance for risk. We do this through The Investment Filter®, which measures expenses, and analyzes your tax impact so you can see which strategies provide the highest net return.
Invest Like a Professional
Institutional investors, such as endowments and pension funds, utilize strategies reserved for those with millions to invest. Innovations in the financial market during the past fifty years by Nobel Prize winners in finance, and other leading academics, have become the foundation for the institutional investor. Their research has proven the markets are efficient and diversification reduces risk.
The Diversification Strategy® provides you with choices that are normally reserved for institutional investors with millions as a minimum investment.
This allows you to:
Utilize strategies reserved for institutions
Minimize expenses
Create tax efficiencies
Receive stellar management
Maintain a long-term focus
Diversify through one of ten investment portfolios
Our Investment Philosophy
We begin with solid academic research. Our philosophy is grounded in the belief that markets are efficient and that managers cannot consistently pick stocks that will outperform their comparable market. Instead, we choose to mirror the market with a diversified portfolio of 12,000 plus companies and a broad coverage of asset classes. By utilizing more than ten investment portfolios, we are able to match a client to a desired investment risk and successfully capture what the markets have to offer. These time-tested strategies allow us to provide portfolios that minimize tax impacts, expenses, and risks, while maximizing return. Now you can experience the reasons so many others have chosen our investment philosophy.
A Fiduciary Relationship
Our investment management relationship utilizes our Registered Investment Advisory (R.I.A.) firm, Solutions 4 Wealth®. As a fiduciary, we are acting on your behalf, not ours. It is our job to create a road map that oversees your capital and ensures goals and objectives are achieved. We are compensated on a quarterly basis that is determined by our agreed upon fee schedule. The schedule is based on the value of your account while the fee percentage decreases as your account grows.
We believe using our time tested strategies and proven investment philosophy will allow you to reach your financial potential.
Want to learn the secrets of success? Contact us today.