Our Process
Management Process
Introduction
Review analysis: Collect information of investment options offered by plan provider, operational restrictions such as "lock out period" on fund transfers, etc.
Risk Assessment based on immediate Situation Awareness & Timing Strategies
Tactical vs. Strategic plan of action. Active management means having the flexibility to make timely tactical moves. For example, if a particular sector (say technology or healthcare) is facing troubles, a traditional static portfolio would simply endure the decline maybe rebalancing at the beginning of the next quarter. Our advisor's strategy would proactively trim or exit that sector in your portfolio before a small dip becomes a major drop for a strategic solution.
Protection
Downside portfolio loss limit application considered using money market funds. Some Provider portfolio investment options do not offer this.
Portfolio Selection
Portfolio selection is where a specific investment policy is chosen that will align with your risk tolerance and return expectations. Assets are selected that will help meet your financial goals while considering the market conditions like economic trends, interest rates, and market volatility, A disciplined trading method is followed as described in our Investment Policy Statement. Every trader is different. Every risk tolerance is different.
Rebalance
Portfolio rebalance suggestion then sent directly to client to implement.
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Don't let your 401, 403(b), 457(b), 457(f) or IRA just drift with the market currents. You've worked hard for your savings - now let's make that money work hard for you with a smarter, actively managed strategy. Take control of your financial future today.