SERVICES FOR INDIVIDUALS & FAMILIES
Investment Management
No standard portfolios; no standard allocations.
Money doesn't have to be complicated.
By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives.
Exceptional investment guidance
Using a combination of the latest technology and our team of financial professionals, we regularly monitor your portfolio to ensure you are taken care of. While working with your advisor, you will build out your model and continually evaluate your portfolio in order to help you towards your goals.
How Do I Know Which Investment Strategy Makes the Most Sense for Me?
Once we get to know our clients and we have walked through the basics, we decide whether we need to create the asset allocation plan or simply find the spot in which the funds we are going to invest fit within an already established plan. To determine our path, we ask ourselves:
What is the current state of the domestic and global economy?
What is the state of the local economy?
Where are we in the business cycle?
How are certain industries and sectors performing relative to each other?
What is our team’s overall expectation of the market?
By combining the client factors and economic factors, we are very comfortable making asset allocation decisions.
There are many factors that affect choosing an investment strategy. The first set of factors begins with you, our client. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors that involve the overall health of the economy.
Here are common questions we ask as we walk through the investment planning process:
What is the goal of the funds? Are they to be used now, at some point in the future, or are they funds you would like to leave as a legacy?
What are the expectations you have for these funds when it comes to risk and reward?
What part of your portfolio do the funds we are investing represent? What percentage do they represent in your liquid portfolio and overall portfolio?
Are the funds qualified for tax deferral?
What is your comfort level with investing, or how much investment expertise do you have?
The initial discovery process has to be thorough, which is why top financial advisors will include financial planning, not just investment management, as part of the services they provide to their clients. At Briarwood, we believe all of our clients should have a financial plan, which is why we view it as the skeleton of the process.
Request an Appointment
In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.
360-443-9993