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
Turbulence in the Current Bond Market
The bond market has historically been seen as a more conservative safe haven for investors when compared to the stock market. As we’re currently seeing, however, bond prices can also experience volatility. If you’re seeing red in unusual places as you review your investments, some of that turbulence may be to blame. The bond market…
Navigating a Challenging Real Estate Market
The global economy is still working its way through many of the challenges created by COVID policies, and residential real estate is one area where a lot of people are feeling the squeeze. Between rising interest rates, higher prices, and reduced inventory, the market is presenting plenty of unique challenges for buyers and homeowners alike….
The Challenge of Our Current Housing Market
If you’ve considered buying a home in the past year, you’ve undoubtedly discovered that the housing market is in a less-than-ideal state, to put it mildly. Prices are up, interest rates are high, and many families are being priced out of the market for homes they might have easily purchased just a few years ago….