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
Staying the Course and Keeping the Faith
Brian Cochran, Financial Planner with John Moore Associates, joins us to discuss volatility in the marketplace during the current pandemic, where to look for investment opportunities, and the one thing we can rely on to carry us through it all. Any opinions are those of Brian Cochran, Jim Williams, or ABQ Connect, and are…
5 Principles for Downturned Markets
The market looks like a roller coaster these days in response to a global crisis. John Moore Associates’ Brian Cochran explains five principles of downturned markets, including why it shifts, the role of the government, and what we may expect to see over time. Any opinions are those of Brian Cochran, Jim Williams, or ABQ…
The Contagious Effect on the Market
When a new epidemic arises, stocks tend to fall ill. Brian Cochran, Financial Planner at John Moore Associates, talks about how fears surrounding viruses affect investments, which stocks are most prone to volatility, and reminds us why we shouldn’t panic. Any opinions are those of Brian Cochran and not necessarily those of Raymond James. The…
Our Thoughts on Market Volatility
Stock markets experienced a swift correction over the last week. News of the spreading Coronavirus and the potential for economic disruption triggered a flight to safe investments as everyone does their best to assess the potential risks. The future is always uncertain, and we do not see any value in trying to predict the outcome….
This New Year, Resolve to Ignore Predictions
December is the perfect time for reflecting upon the year gone by, but also for anticipating what the next year might bring. In the finance world, this time of year comes with bold forecasts and predictions. Investors are tempted to act on the predictions of so-called “experts” as we grasp for some sense of how…