Investment and Wealth Management Strategies To Keep Your Financial Plan on Track
A sound Investment strategy is a critical part of your successful financial plan. But investing can be frustrating for many people. Economic news can be frightening. The stock market is as volatile as ever. Maybe you have seen your retirement savings collapse in a crisis, only to recover (maybe more than once!) – and you don’t want to relive that experience! Still, you need your money to grow (even if only to keep up with inflation), and low rates at the bank are certainly not helping!
We understand. That is why we offer clients a middle ground. We are students of investment risk. We hate losing money at least as much as our clients do. Our investment and wealth management strategies enable our clients to invest and grow their nest egg in a well diversified portfolio, without taking on more investment risk than they can handle. Surprisingly, over many long time periods, our conservative, risk-managed approach to investing has actually outperformed more aggressive investment styles. Maybe there is something to be said for the tortoise and the hare story!
Unlike some wealth management firms, we will not send you away if you do not have a portfolio measured in the millions to turn over to us. Through our hourly fee for service program, we can even help individuals manage their “captive” money such as employer 401k accounts. So if you are looking for sound, conservative advice on how to best manage your retirement nest egg, give us a call or contact us today.
Investment Management Services. Many of our clients prefer that we implement and maintain their investment strategy for them. We help clients deposit funds in an account in their own name at a major national online brokerage firm. We maintain and monitor the investments in that account according to the strategy outlined in the clients financial plan. We do not accept commissions for investment products from a broker dealer. We believe this gives us the greatest flexibility to choose the very best investment products based solely on their merits. Clients always have complete control over their account.
Advice for the Do-It-Yourself Investor. If you are confident managing your own portfolios, but value some personalized professional advice and input, you may prefer our hourly fee advice only option. You pay a modest hourly fee for our advice, but you retain control and responsibility for all your own investments. Fees may be charged as needed, or purchased in advance for a discount.
Important Disclosure: No investment strategy is without risk. All investments involve various risks and investments may lose value. Our risk management strategies are designed to reduce risk and volatility, but there is no guarantee that these strategies will work under all conditions. Be sure you understand all risks before embarking on any investment program. Always remember that past performance is a poor predictor of future results. Financial Pathway Advisors LLC is a Registered Investment Advisor registered in the state of New Jersey. See our Form ADV registration document for more information.
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