Every individual should have access to high-quality and affordable investment management services. Our services are designed to make sure that you are receiving the most for your money. All of our services are adjusted based on your comfort level as an investor by understanding your goals and risk tolerance, allowing us to make sure that you're investing in exactly what you need to be.
Capture your individual Risk Number: It's important to understand what level of investment risk your comfortable with as every person is unique.
Review your current investments: It turns out that 4 out of 5 people have more risk in their portfolios than they previously realized. We'll analyze your current investments and get a Risk Number for how you currently are invested and compare it to the Risk Number from your quiz.
Align Your Portfolio to Match: It's common that your acceptable Risk Number from your Quiz and the Risk Number of your current investments do not align. In those cases we'll craft a portfolio that will align with your personal preferences and priorities, providing you with projections for potential gains to expect over time, allowing you to feel comfortable with your expected outcomes.
OUR INVESTMENT PHILOSOPHY
Every person has unique investment needs, therefore, your portfolio will be specifically designed to meet your needs. We're not going to lump you into a pre-defined investment category based on your age or any other characteristic. However, we do have a core investment philosophy that we follow and firmly believe in.
Long-term approach: We always take a long-term approach when building a portfolio for you. The financial markets fluctuate on a day-to-day basis and trying to time that market is not a successful strategy. We're here to help you grow your wealth to reach your long-term retirement goals and that is the outlook that we take in selecting investments for you.
- Diversified Portfolio: It's impossible to remove all the risk in your investment portfolio, however, risk can be significantly reduced by properly allocating among a mix of different asset classes and market segments.
- Hands-on Approach: Although a long-term approach is used in building your portfolio, the market does change, because of this your portfolio will be frequently reviewed and rebalanced to make sure it stays within our targeted investment range.
- Your Involvement: In order to be successful, we believe that your involvement throughout the entire investment process is critical. This starts with the original Risk Quiz throughout every review with you. We want you to understand what you're invested in and why you're invested the way you are. In addition, we will develop realistic expectations so you always know what to expect and are never surprised with your investment performance when you look at your statement.
For further details on our firm, please review our Form ADV Part II which is maintained with the Securities and Exchange Commission. We are excited for the opportunity to be able to provide these financial services throughout Wisconsin and help our clients look forward to retirement!