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.