Investment Management
Trends attract followers. We help you pave your own future.
Financial goals set in dollars means you’re doing it wrong.
Of course you want to grow your wealth. But why you’re growing it, how you invest, and who will benefit from it are all important things we factor in when helping you design your portfolio.
Our objective is to bring intentional process to your assets. Many investors make decisions based on hearsay, emotions, and financial media guidance. But what none of those things take into account are you and your personal goals.
Personalized Strategies
Our ten unique investment strategies were developed to create an individualized approach to your investing. Each has a defined process that is overseen by our investment committee.
Individual Review
As a new client, the committee collaborates to review your plan and determine a custom blend of strategies, tailored to meet your goals and match your tolerance for market volatility.
Plan Monitoring
Your plan is continually monitored by your financial advisor and adjusted as your needs change. Because wealth grows, and people do too.
Your future is more valuable than a cookie-cutter portfolio. Reach out to an advisor and we can help you design a plan that accrues more opportunities for a fulfilling life.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Investment Management Insights
Too Much of a Good Thing: Owning Your Employer’s Stock
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1….
Investors’ Best Approach to the New Year
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner 2017 was a memorable year for investors. Markets around the world produced above average returns with limited volatility. US markets were exceptionally calm with positive returns every month of the year for the first time in history. The US economy is nearing a record for…
Remembering Market Volatility
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Log into your investment accounts or pull out your last statement. Take a look at your total balance. How would you react if that number was 5% less? What about 10% less? We have experienced a rare-though not unprecedented-period of low volatility in markets. I…
Political Ideology and Investing
Published on Wednesday, March 15, 2017 Written by Brian Cochran, CFP®, CKA®, Financial Planner It is hard to watch the news, scan social media or participate in casual conversation these days without engaging in political conversations or debate. Politics has certainly infiltrated every aspect of our lives and the results are not always positive. I understand why…