Welcome to Tison Wealth Management, a full-service company specializing in investment management and generating income in retirement. Many of our clients start their due diligence by requesting a second opinion on their portfolio.
Helping Clients Succeed Financially
We begin our wealth management process by learning all we can about your total financial picture. This discovery meeting gets us off to a good start. We then schedule an Investment Plan meeting. During this meeting, we discuss the recommended asset allocation, investment recommendations, the portfolio dividend and interest yield, and all fees and costs.
If all goes well, we then would schedule a mutual commitment meeting. This meeting occurs if it is determined that working together is a mutual fit. Our process revolves around us striving to ensure we have progress meetings.
We are always happy to review a prospect’s portfolio to examine if it is maximizing return on a risk-adjusted basis. Because risk matters. It is easiest for us to manage risk and make sure that a client’s portfolio actually reflects actual risk tolerance.
We believe that within the efficient frontier of a portfolio, there can be a sweet spot in the asset allocation. That is what we always strive for. Finding the optimal mix of ETFs, mutual funds, stocks and bonds where we can maximize return on a risk-adjusted basis is what we obsess about.
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