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
Volatility Doesn’t Always Matter
Invest according to your savings goals and timeline, not the whims of the market. It’s natural to feel nervous about the future of your finances when the market is going through a period of volatility. Interest rate changes, stock price fluctuations, inflation, and other economic factors can all lead to feelings of uncertainty. What’s important…
Webinar: Principles and Perspectives During Market Volatility
Stock market volatility continues to accelerate in response to inflation, rising interest rates, and global growth concerns. Brian Cochran shares insights from the JMA Investment Committee and principles to apply during times of uncertainty in this market update webinar.
Rate Hikes Produce Savings Opportunities
Why the Federal Reserve is raising interest rates, and three ways you can grow your wealth in this new economy. As expected, the Federal Reserve has announced that they will be increasing the federal funds rate by 50 basis points, or half a percent. This rate increase marks the single largest one-time interest increase in…
Arizona Education Day, featuring Fritz Meyer
Thank you to all who attended Arizona’s Education Day! In case you missed it, check out Fritz Meyer’s presentation where he discusses the state of the US economy, inflation, interest rates and the financial impact the invasion of Ukraine may have.
Data Tells A Story
Data is the ultimate storyteller. There is no deception in data, and no hiding from it, either. And right now the data is telling a very interesting story about what is going on in our economy. There are three main characters in today’s data story: Inflation Interest Rates Employment Inflation Inflation continues to run hot,…