Needs and market conditions are constantly changing. Working with a professional helps address those changes quickly to minimize losses.
A professional manager will create a portfolio based on your needs and risk tolerance. Professional investment managers do not focus on a turn key model.
We look at your portfolio on a quarterly basis to make sure it is aligned with your personal financial plans and goals.
Independent advisors are able to take advantage of market opportunities instead of computer generated investment selections.
If your portfolio’s allocation is based on 8 questions you answered to determine your risk tolerance, chances are you will find your portfolio may have more risk exposure than you think.
While diversification absolutely reduces investment risk, knowing the underlying holding of the securities held in an index, ETF or mutual fund is paramount. The wrong mix can be costly and lead to too much market volatility. We go back to Fundamentals, evaluate each holding, so you won't be over exposed buy having redundancy.
Over diversification can give you more exposure to market risk than you think, we hand pick each investment for our clients; if we use an investment fund, we know all of the underlying assets in each fund, the weight of a particular security that may have a negative impact on the entire investment in a down turn. We will build a portfolio that generates annual income so you do not have to liquidate investments in order to enjoy yourself.
We believe that our relationship with clients is the cornerstone of our practice. We approach each relationship with a deep sense of humility & commitment. Our clients’ trust us with their futures, families and business needs. We take this very seriously. Which is why their interests are paramount. We don’t receive commissions so you never have to wonder what motivates us.
What does it mean to carry an objective perspective when it comes to portfolio management? Many advisors work for companies that have production requirements. These requirements force many advisors to make decisions that often compromise what is in the best interest of the client. We believe in complete transparency, it’s important to us, it is a matter of respect. We do not blindly trust others or expect others to do so with us. When we accept a new client, they get a two-way relationship with us, if they want. We don’t just ask personal questions; we share our life experiences too.
Maybe you have heard that you need to develop a plan and stick with it. Ride it out during bad times. We don't agree. Our clients expect us to protect them, that what we are paid for. Our investment philosophy is pragmatic. We use a combination of Fundamental and technical analysis to determine which investments to make and when to get in and out of them. We don’t time the market but we do watch momentum so we know the direction it is heading and act accordingly. Your portfolio is never on auto pilot.
We are happy to address any of your questions or concerns relating to your business or personal Financial needs. All initials conversation are complimentary
CONTACT US
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult a legal or tax professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Following are the states in which Gene Witt is licensed: CA, IL, & NY. Following are states in which Gene Witt is insurance licensed: CA, FL, IL, NY, (CA Insurance license #OF32710).
Gene Witt Investment Advisor Representative
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