Is Your Portfolio Ready for Retirement?

Our financial portfolio management provides you comprehensive planning and action steps to help you align your investments with your strategy for retirement.

Are You Ready?

Call Us Now at  248-731-7829

Active Portfolio Management—Not Passive

Passive investing has grown in popularity over the last few decades. And now with the rise of “robo” advisors, passive portfolio management is becoming a more popular investment choice.  But is this really the best strategy for your portfolio?

“What could be more advantageous in any intellectual contest — whether it be chess, bridge, or stock selection — than to have opponents who have been taught that thinking is a waste of energy.”

                                                                                                                                   —Warren Buffett

Tactical Asset Allocation

Markets move in cycles. Like produce at the supermarket, there is a “season” for everything—especially for asset allocation. Our approach to asset allocation takes the current climate into consideration. We recognize that there may be times when your portfolio could take on more risk, and other times when we should significantly reduce risk.


*Asset allocation does not ensure a profit or protect against a loss.

*Tactical asset allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Advice Giving Hands

Straightforward and Disciplined Investment Advice

Making investment decisions based on emotions is rarely a good idea. By having a predetermined buy and sell strategy, we can make informed decisions.

How It Works

After completing your WealthVision financial plan, we will outline a strategy for managing your portfolio using our investment philosophy and custom blueprint.

Each year you use our portfolio management strategy, we will identify and prioritize your financial moves. Giving you a custom-designed plan, we outline very specific action steps and time frames.

 In addition, we will hold regularly scheduled meetings, where we will…

  • Track your portfolio’s progress so that you know if you’re on your way to accomplishing your goals.
  • Review investment performance versus appropriate benchmarks.
  • Evaluate your risk tolerance, and align your portfolio with your appropriate risk level.
  • Work closely to educate you so you understand your portfolio.
If you would like to learn more about our portfolio management philosophy, and how we incorporate it within your financial planning process, call us at 248-731-7829 to book your Free, One on One, Introductory Call to discuss your portfolio performance.


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