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
Giving and Receiving
In preparing for this blog, I asked my sons for their thoughts on what I should write about this month. My oldest, Carson, surprised me with his thoughtful response. “You should write about how people shouldn’t give just to be recognized.” I asked him to tell me more. “Well, I think sometimes people give money…
4 Thoughts on the Yield Curve
You may have seen the big news that the 2 year/10 year yield curve inverted on August 13th. This interest rate activity, and the 3% stock market drop that accompanied it, were meaningful enough to make it out of the financial news cycle and into the main stream. The Albuquerque Journal felt it warranted an all-caps…
Big Things Come in Small Packages
The power of compound interest is a broadly understood and well-documented phenomenon. I learned about compound interest and how it applies to personal finance early on in my financial planning training, but I recently came across an extreme example of it that took my appreciation of its capabilities to a whole different level. My story…
A Broken Sneaker: A Metaphor for Uncertainty
The future is always uncertain, no matter how much we agree on what may come next. A recent example of this is the Duke and North Carolina basketball game on February 20th. This much-anticipated event drew significant attention. Tickets were selling at prices similar to the NFL Championship game. The packed crowd included big name…
When the Road is Uncertain, Stay the Course
When the market is volatile, the temptation to sell stocks is strong, but it rarely benefits investors. According to Bank of America/Merrill Lynch, investors pulled $39 billion out of stock funds and over $8 billion from bond funds in the week ending Dec. 12, 2018. These extreme fund flows tell us that investors are selling…