Retirement Planning. Investment Management.

CONNECT

Address:

6904 Springvalley Drive Suite 301
Holland, OH 43528

Phone:

888-510-2362

Fax/Other:

888-510-2362

Portfolio Management

Will you be able to weather another market downturn? How will a period of low returns affect your retirement outlook? Are you taking enough risk or too much risk?

As you get closer to retirement, it is essential that you carefully consider and balance risk and reward in your portfolio. We'll help you build an investment strategy that balances risk and reward in a way that meets your comfort level and is appropriate for your goals. 

The planning process includes developing an investment policy:

  • Deciding on an asset allocation model
  • Creating a rebalancing strategy
  • Setting criteria and benchmarks for your investments
  • Establishing a plan for monitoring your progress
  • Developing a schedule for communicating with your advisor

We can manage portfolios on a discretionary basis through our custodian, TD Ameritrade. This open platform allows us to access almost all mutual funds, ETFs, stocks, bonds, etc. Our fee is based on a percentage of assets and is negotiable. Often, our retirement clients are looking to create an income stream or a death benefit for their family members. To meet these needs, we can also provide our clients with annuities and insurance products where appropriate and prudent. 

In addition to managing portfolios for individuals and families, portfolio management clients may include endowments, foundations and corporate accounts.

Want to learn more? We would love the opportunity to analyze your current investment strategy and show how we can add value. Call us at 888-510-2362 or use the link below to send us a message.

Contact Us

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck