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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

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…

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Market Update Webinar with JMA and Fritz Meyer

JMA sat down with Fritz Meyer to discuss market volatility and shed some light on the key factors affecting the market and how investors might respond. If you missed the webinar or wish to see it again, you can watch the recording below:

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Market Volatility During Midterm Elections

With the election around the corner, it’s hard to ignore the buzz of negativity and speculation in the air; it’s important to keep a sense of perspective about the big picture.

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Markets are Forward-Looking

Reacting to market changes is not the way to grow your wealth. It can be tempting to turn on the news each morning and watch the stock numbers with a sense of anxiety. Seeing your investments performing well might fill you with a feeling of security. Maybe you even want to put more money into…

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The Wealth Effect

When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their doors, and fear was everywhere. Yet, for many Americans, it was…

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