Based on your risk tolerance, we utilize cost efficient, efficiently-managed investments to create a conservative, diversified portfolio. A key ingredient of our philosophy is having an eye toward managing your portfolio’s downside risk. This strategy can reward the long-term investor and is based on power of compounding. With a downside protection strategy in place, your portfolio strives to avoid big losses in down market periods, so it has less to recover from to start growing your wealth again.
Downside protection helps your overall portfolio spend more time growing and less time recovering.
Our investment management includes additional capital preservation strategies including:
Because asset allocation is a main driver of your portfolio’s return, we aim to balance risk and reward by aligning your portfolio to meet your investment goals, risk tolerance and investment time horizon. Our core—satellite portfolio design is a time-tested approach that helps to reduce risk through diversification.
We regularly review the construction of our portfolios with investment professionals and Certified Financial Analysts at Wells Fargo Investment Institute.
Our approach is to identify an appropriate solution for each client and create an asset allocation and select investments in a cost-effective manner to help control expenses and meet your financial goals.
The long-term impact of taxes on investment returns can take a bite out of your savings. Our tax-efficient strategies help you continue to grow your savings for retirement while managing the impact of taxes.