Is Your Portfolio Ready for Retirement?

Our financial portfolio management provides you comprehensive planning and action steps designed to alleviate your concerns about market crashes and unsuitable investments that could affect your future retirement plans. 

Are You Ready?

Active Portfolio Management—Not Passive

Passive investing has grown in popularity over the last few decades. And now with the rise of “robo” advisors, passive portfolio management is becoming a more popular investment choice.  Large corporations are also getting into the game offering a limited selection of investments to their retirement plan participants. We think this is a mistake because the result can be a watered-down strategy that most likely fails to address your individual goals. 

Innovative Asset Allocation

Markets move in cycles. Like produce at the supermarket, there is a “season” for everything—especially for asset allocation. Our approach to asset allocation takes the current climate into consideration. We recognize that there may be times when your portfolio could take on more risk, and other times when we should significantly reduce risk.

Asset allocation does not ensure a profit or protect against a loss.

*For illustrative purposes only

Is Your Portfolio in Line with Your Risk?

The first step in our portfolio management process is determining an appropriate asset allocation. But we think of asset allocation as just a target. For example, a moderate portfolio might have a target asset allocation of 60% stocks and 40% bonds. Through our tactical tilting process, we might allow that portfolio to go as high as 75% stocks when conditions are good, but more important, if stocks weaken, we can bring the stock allocation all the way down to just 20% of the portfolio.

Stock investing involves risk, including loss of principal.

Sector Investing—Not a “Set It and Forget It” Approach

Markets are moving all the time.  Our portfolios move dynamically with the markets based on the relative strength of each investment.

We use research to add small, incremental improvements at every level of your portfolio. Sectors rotate in and out of favor all the time. In fact, over the last 10 years, the average annual difference between the best performing sector and the worst performing sector was over 30%.1 Our portfolios work toward taking advantage of this. By focusing on relative strength, we can overweight areas of the market expected to do well, while at the same time eliminating others.

No strategy assures success or protects against loss.

Advice Giving Hands

Straightforward and Disciplined Investment Advice

Making investment decisions based on emotions is rarely a good idea. By having a predetermined buy and sell strategy, we can make smarter decisions.

How It Works

After completing your WealthVision financial plan, we will outline a strategy for managing your portfolio using our investment philosophy and custom blueprint.

Each year you use our portfolio management strategy, we will identify and prioritize your financial moves. Giving you a custom-designed plan, we outline very specific action steps and time frames.

 In addition, we will hold regularly scheduled meetings, where we will…

  • Track your portfolio’s progress so that you know if you’re on your way to accomplishing your goals.
  • Review investment performance versus appropriate indexes and peers.
  • Evaluate your risk tolerance, and align your portfolio with your appropriate risk level.
  • Work closely to educate you so you understand your portfolio.



If you would like to learn more about our portfolio management philosophy, and how we incorporate it within your financial planning process, click below to book your Free, One on One, Introductory Call to discuss your portfolio performance, or call us at 248-731-7829.

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