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Financial Planning

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Financial Investment Strategy

Your Strategy Your Goals

Establishing a Financial Investment Strategy to Meet Your Goals

One of the primary determinants to portfolio performance is the asset allocation decision. Your asset manager must be prepared to evaluate the market continually to execute a successful asset allocation strategy. Successful investors have a process for extracting profits from the market.

They take a proactive approach to investing and have a plan for both strong and poor markets. Tactical Asset Management is a proactive risk-managed approach with a goal of providing our clients with returns superior to indexes or passively managed accounts.

Key Components Include:

  • Establishing investment guidelines
  • Selecting portfolio configuration
  • Daily portfolio monitoring with no predetermined holding period for investments
  • Disciplined shifting of capital between asset classes in response to changing market conditions

 

Role of Asset & Wealth Management

Wealth management is intended to assist you in protecting and building wealth for retirement and future generations by evaluating your short and long-term financial needs.

Asset management based planning is an available service and includes:

  • Financial planning based on your life and overall financial needs.
  • Investment advice integrated with your long-term financial needs.
  • Retirement advice that includes your investment and business succession goals.
  • Income tax and cash flow planning.

We look forward to speaking with you about helping you achieve your Sarasota Financial Services goals. Please contact us for a no-obligation discussion to see if we can be of service.

Services

  • Tactical Asset Management
  • Financial Planning
  • Retirement Planning
  • Portfolio Development

Contact Us

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3293 Fruitville Road, Suite 108
Sarasota, FL
34237-6453 United States

  •  Tel: 941 366 3551
  •  Toll Free: 800 553 3385
  •  Fax: 941 366 3439
  •  Info@couturefinancial.com

Advisory and Insurance Services offered by Couture Financial, Inc., which is registered as an Investment Advisor in the states of Florida and Louisiana, and will extend registrations to additional states as needed. However, all services may not be available in all states. The Couture Financial, Inc. website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Couture website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Couture Financial, please contact the State of Florida’s Office of Financial Regulation at (850) 487-9687.

Couture Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Couture Financial’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. For additional disclosures, please review Disclosures & Policies.

Disclosures & Policies

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