| Conservative Financial Strategies
We believe the current economic climate requires a cautious and defensive investment approach for most clients.
Therefore, we specialize in structuring defensive portfolios for many investors, especially those approaching or in retirement.
For clients who want to access their account online, please click here: Client Portal
Contact Us via email or call 267-864-2000 to speak with an Advisor.
Our Approach: Conservative Financial Strategies
We do not attempt to "time" the markets. Our current goal is a 3% to 5% annual return over inflation for many clients. In our opinion, steady growth favoring dividends and other strategies is preferred over a more aggressive portfolio at this time.
Specific strategies include an over-weight to diversified Dividend Investments that are not generally correlated to the stock market, an over-weight to traditional fixed-income and broad diversification to several asset classes outside of the traditional "stocks, bonds and cash". We recommend a significant under-weight to traditional stocks at this time for most clients, especially those approaching or in retirement.
While it is not our intent to predict the day-to-day or week-to-week movements of the major stock indices, we strive to identify the general market trend, position client portfolios accordingly and provide frequent updates on our market views. As such, we currently remain cautious and defensive for many clients. Concerns include troubling economic conditions and government policies that may have an adverse effect on financial markets.
Contact one of our advisors to discuss our Conservative Financial Strategy approach, or join us for one of our many Seminars in our on-site seminar room.
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