“If you fail to plan, you are planning to fail!”
– Benjamin Franklin
Concentrating completely on client needs, and as a key foundation of our investment philosophy, we leverage the entirety of Wells Fargo Advisors by employing the planning resources found throughout our firm.
Our goal in leveraging the entirety of the intellectual capital available to us is to ultimately help our clients identify and bridge any financial gaps that may prohibit them from securing what we refer to as financial completeness.
This comprehensive discovery not only becomes the cornerstone to a deep understanding of our clients’ current financial wellbeing it also helps us construct the roadway to helping them realize their financial aspirations.
Our goal in leveraging the entirety of the intellectual capital available to us is to ultimately help our clients identify and bridge any financial gaps that may prohibit them from securing what we refer to as financial completeness.
This comprehensive discovery not only becomes the cornerstone to a deep understanding of our clients’ current financial wellbeing it also helps us construct the roadway to helping them realize their financial aspirations.
Managing the Risk Paradigm
Given asset allocation cannot eliminate the possibility of fluctuating prices and uncertain returns, it goes without saying, investing involves risk.
But much like baseball, where fielders avoid making errors, or batters never wish to strike out – hitting copious singles and doubles, avoiding errors, while trying to elude a strike out, can go a long way to achieving long-term financial success.
We have learned that by employing proper construction characteristics in creating a broad based well-diversified asset allocation, along with tactically doing the simple things well, such as opportunely rebalancing one’s portfolio, can go a long way to achieving lasting goal-oriented financial success.
But much like baseball, where fielders avoid making errors, or batters never wish to strike out – hitting copious singles and doubles, avoiding errors, while trying to elude a strike out, can go a long way to achieving long-term financial success.
We have learned that by employing proper construction characteristics in creating a broad based well-diversified asset allocation, along with tactically doing the simple things well, such as opportunely rebalancing one’s portfolio, can go a long way to achieving lasting goal-oriented financial success.
Our Approach to Investing
As a byproduct of this entire client discovery and investment planning process, led by our team’s Managing Director – Investments, and Private Investment Manager (PIM®), Greg Pienkosz, we engineer asset allocation models built upon planning-based client goals and family needs.
Whether our clients enjoy a leisurely stroll through the park, or relish sprinting to the finish line in a marathon, our team’s investment portfolios are designed to be fully customizable to every client’s personality, financial need, and family circumstance.
Ultimately, regardless of the environment for the global economy, or the capital markets, the investment strategies employed with our client portfolios are designed to allow anyone working with our team to feel comfortable!
Ultimately, regardless of the environment for the global economy, or the capital markets, the investment strategies employed with our client portfolios are designed to allow anyone working with our team to feel comfortable!
