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.

February 05, 2025

Two-Minute Market Focus

In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast
January 29, 2025

Pros and Cons of Dollar-Cost Averaging

Is it better to spread your investment over a set period or go all in at once? While research shows it’s usually better to invest the full amount upfront, there could be benefits to a staggered approach. In this short video, Focus Partners shares perspectives on dollar-cost averaging.
Watch the video

Investment Planning