Investment Management
In today’s ever-changing market, responsible investment management could not be more important. There are many choices that need to be made regarding investment options, all of which can have a drastic impact on your overall investment portfolio. Proper investment management is critical in ensuring that you get the best possible return while staying within your risk tolerance.
What you can expect from us:
- Reviews of your investments
- Creation of a customized portfolio
- Continual year-long monitoring of investments
- Regular meetings (review and evaluate your investment performance, update your financial objectives, and, if necessary, reallocate portfolio as agreed upon by you)
- Monthly and quarterly performance statements (for advisory accounts)
- Independent advice
- Commission-free transactions on most stocks, bonds, or mutual funds traded in your account (certain transaction fees may apply)
- Recommendations regarding the positioning of funds within employer-provided retirement plans (401(k)s)
- Monthly “independent investor” and Quarterly “market insight” emails detailing our firm’s research, analysis, and view of the current investment markets
Identifying your ideal investment portfolio
Determining whether or not your investment portfolio is appropriate for you depends on several variables. These aspects are your:
- Willingness to take risks (risk tolerance)
- Time horizon
- Financial position
- Level of investment knowledge
At Financial Advisors Network, we look at each of these pieces individually and then combine them to help determine which of our investment models best fits your needs. Since we are a fee-based advisory firm, you can rest assured that your goals are the same as ours.
We aim to achieve the long-term growth of your investment portfolio. Let us help you sort through market changes and deal with the various emotions that come along with them. Our philosophy is not to “get rich quick,” but rather to attain long-term capital preservation and growth.
No strategy or plan can assure a profit or protect against a loss. The market for all securities is subject to risk including complete loss of principal.
We continue to educate our clients to empower them with the knowledge we use in our planning strategies. Check our seminar schedule for sessions on economic updates.