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
Economic Update From Economist Fritz Meyer
Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in 2023.
To Risk or Not to Risk?
As you’ve undoubtedly noticed, 2022 was a big year for interest rate hikes. All told, the Fed raised borrowing rates seven times last year, ending with interest rates higher than they’ve been since 2007. The purpose of these interest rates is to slow economic growth and reduce inflation. There is an expected but welcome side…
Why Now is Not the Time to Buy Annuities
They say the only certainties in life are death and taxes. I’d be tempted to add one more truth to that list: Whenever there is an economic downturn, annuity sales rise. Annuity sales for 2022 broke $300 billion, shattering the previous record set during the 2008 recession. The timing of these purchases is not coincidental….
Annual Portfolio Rebalancing
Nobody knows what the future holds. This is true in many aspects of life, but it seems especially true for investing. Markets fluctuate, and there is no one investment style that always performs well in any given year. From one year to the next, investment account performance is often seemingly random. Big-picture financial trends can…
7 Year-End Planning Tips for Down Markets
This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even challenging conditions can produce opportunities, and there are ways to make the…