What is an Investment Policy Statement?

INVESTMENT PORTFOLIO DESIGN & MANAGEMENT

Do you have a strategy to help protect your investments?

Building a strategic investment plan to navigate the rail to your financial future can be complex, and comes with many twists and turns. This is why we begin with you. We start by understanding where you are, what your goals are, and then help you develop the strategy to get you there.

We are independent investment fiduciaries. We only have your best interests in mind.

Tactical Investments

Tactically managed portfolios are designed to help investors avoid large drops and enable them to participate when markets are trending higher. By employing this type of strategy, clients are able to successfully reduce portfolio risks, without being forced to use traditional bond/equity combinations. Therefore, in times when equity markets are expanding, there are greater allocations to equities when the markets are in great danger of large losses, the portfolio automatically reduces risk.

Strategic Investments

Strategic portfolios use fundamental analytics to properly allocate based upon Modern Portfolio Theory and macroeconomic data. The combination influences slight allocation shifts to optimize the risk/return expectation of the portfolio. Quarterly re-balances are performed to keep the portfolio from drifting away from the portfolio objectives.

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Disclosure

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.

*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.