Generally, people tend to avoid what is most unpleasant to them. We often put off those activities that we dislike. Finance is one of those undertakings, it is intimidating, its complicated for many and its time consuming, especially when it comes to understanding where to invest your money.
How will an independent advisor help my portfolio?
Our firm provides a variety of asset management consulting services. This includes developing a financial plan, investment policies and objectives, analyzing asset allocation and researching investment options for clients and performance monitoring of portfolios.
- Needs and market conditions are constantly changing. Working with a professional helps address those changes quickly to minimize losses or unnecessary anxiety.
- 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 where one size fits all.
- 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.
Our asset management services
The art and science of asset allocation models
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 by having redundant securities.
You don't have to liquidate investments in order to enjoy yourself.
Develop a portfolio based on your comfort zone, not what is easiest for someone else to mange. Markets are volitle at times and if you are entering retirement you should have a portfolio that generating income not so much growth. If you portfolio is made up only of ETF's and Index funds then you need to sell a percentage of that portfolio each year to generate income. In a down year you might find yourself selling off more that you wantto meet your income needs. While each individual is different sometimes having a steady income stream is safer.
Have a Certified Financial Planner contact you
Thank you for considering Optimized Financial Strategies as your partner in navigating the intricacies of wealth and prosperity. We look forward to the opportunity to serve you with unparalleled expertise and dedication.
Contact Us
CONTACT
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
General Advertising Disclaimer: This website is provided by Optimized Financial Strategies which is part of Optimized Capital, LLC (the “Firm”) for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves a potential risk of loss and investors should be prepared to bear losses. Investments should only be made after a thorough review with your investment advisor, considering all factors including personal goals, needs, risk tolerance and most important capacity for risk. Optimized Capital is registered investment adviser that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements.