Investment Planning
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.
Related Articles
See our latest thoughts and insights on Investment Planning.
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
July 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the video