Investment Management

• Investment Management
• Brokerage
• Transparency
• Our Team Does Not Deploy Proprietary Investment Products
• ​Industry Experience Since 1987

If your portfolio is greater than $500,000 and/or your net worth exceeds $1.5 million, you need to ask yourself the following questions:

• Can you easily articulate the investment strategies you are using now? 
• Are your strategies supported by decades of empirical data?
• Do you know what your total investment costs are? 
• Has your current advisor been clear and transparent about their compensation? 
• Are you currently served by a team truly focused on you?

At My Advisor & Planner, our clients work with our team of industry veterans whose independence allows our primary focus to be on you, your family, and your business. Don't you deserve a team of advisers working to help assure your lifestyle and legacy?

Your first step with us will involve a private conversation about your financial goals, dreams, and concerns. As part of that dialogue, you will be asked to complete a Risk Tolerance Questionnaire, which we refer to as a "blind taste test." This questionnaire will be used to help identify your appetite for risk relative to your current portfolio's holdings and your future needs. We then review our findings with you and compare your current asset allocation with your current view of the markets. This exercise will either confirm that your asset allocation is correct or identify issues that warrant further review.

Next, we'll review the quality and makeup of your current underlying securities relative to our recommendation. You may be surprised when you see your holdings compared to the institutional managers you'll have access to through our team.

As part of this discussion, you will gain insight to our investment philosophy and fulfillment strategies. Highlights include the following Dimensions of Expected Returns for equities:

• Historic Market Behaviors
• Company Size (Small Cap vs. Large Cap)
• Relative Price (Value vs. Growth
• Profitability (High vs Low Profitability Companies)

We will also share insights into our fixed income strategies including priorities regarding credit quality, duration, and market segment.

All of this information is pulled together in a detailed, transparent proposal complete with analytics and historic net results.  

Please note:  Investing involves risk and you may incur a profit or loss regardless of strategy selected.  Investments, account types,and strategies mentioned may not be suitable for all investors.