Asset Management Strategies
Where should I invest my wealth?
We are all provided with an abundance of information on how to invest and where to invest. For some, managing their own investments is a desired daily activity. For most, however, it is a burden or an activity that they need to or wish to entrust to others.
At Ascend Planning & Consulting, LLC, we are representatives of one of the nation’s largest financial firms in AXA Advisors, LLC and have many independent investment relationships including the largest independent financial firm, LPL. Clients can have comfort knowing of both the financial stability and independence that we have when designing an investment strategy.
Customized Investment Strategies.
Our portfolio recommendations will be tailored specifically for your personal needs. We do not use a cookie cutter approach placing all client assets in a choice of just a few portfolios. Whether we choose a strategic investment firm to partner with or build a portfolio using low-cost ETFs and mutual funds, the recommended strategy will be customized to your personal risk tolerance and investment objectives.
Unlike firms that may only manage assets, we have the tools to manage risks other than market risks. In developing a well-balanced investment strategy, consideration must also be given to other factors, e.g. longevity risks and legacy considerations. Use our experiences to consider all risks including and beyond market risks when developing your investment portfolio(s).
For a review of your portfolio and to see whether it fits within your overall financial objectives, contact us today.