Investment Planning

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return.

What You May Be Thinking:

Can my investment portfolio withstand a significant market drop?
How can I optimize my portfolio for taxes?
Am I taking on the appropriate level of risk with my investments?
Are there any gaps or opportunities within my current portfolio?
Does my current investment strategy align with my goals?
How can I generate additional income?
What, if any, alternative investments are worth considering?
Are you acting in my best interest?

Our Approach

As your dedicated fiduciary, our extensive team of investment professionals partner with you to tailor a portfolio built to maximize the probability of achieving your long-term investment objectives. Each client has a personalized investment plan that guides portfolio decisions, and individual circumstances inform the investment decisions our team makes on your behalf. These decisions are guided by strategic and tactical allocations, manager selection, and risk management, all grounded in the central tenets of our core investment philosophy.

Our Investment Planning Conversations

Ongoing Portfolio Maintenance and Rebalancing
Risk Assessment
Investment Planning and Implementation
Employer Retirement Guidance (401 (k), 403b, 457, etc.)
Fixed Annuity Analysis
Variable Annuity Analysis
Current Portfolio Gap Analysis
Concentrated Position Management
Diversifying Strategy Opportunities

Our investment ideology,
tailored to you.

See exactly how and why we bring sound investment fundamentals to your specific situation and unique life goals.

Learn More

See our latest thoughts and insights on Investment Planning.

July 15, 2025

Quarterly Investment Commentary: July 2025

After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article
July 15, 2025

What Impact Could Oil Prices Have on Investors?

Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
Watch the video
July 08, 2025

Two-Minute Market Focus

Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.
Listen to the podcast

Investment Planning