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
New Mexico Education Day Speaker Highlights
Thank you to all who attended New Mexico’s Education Day! In case you missed it, check out highlights from our dynamic speakers, David Summers and Bob Doll.
The Flat Road Ahead
The market has a way of sorting itself out. Take the last two years as an example. In 2020, we watched the stock market drop 34% in less than a month, bottoming out on March 23rd. This marked the largest drop since the Great Recession in 2008-2009, and some of the worst individual trading days…
Anticipating The Market’s Whims
This week, Brian Cochran joins KLYT to discuss how to anticipate market volatility, long term market trends, and finding opportunities for generosity.
Politics & Policy: A Webinar with Edward Mills
What’s going on in Washington, and what effects could it have on the market in the near future? Edward Mills, managing director and Washington policy analyst with Raymond James, recently joined us for a webinar where he shared his insights and expertise on the changes that are happening in our capitol and what it could…
Expectations vs. Outcomes
Many investors will tell you that you must time markets, and be in the right place at the right time in order to see progress in your investments. This just isn’t true. This misconception leads to destructive investor behaviors, and may detract from the long-term returns you need for reaching your long-term goals. Recent changes…