Wealth Accumulation
The basis of any investment plan is to have a well-diversified portfolio among various asset classes. The rationale behind diversification is to mitigate risk.
The basis of any investment plan is to have a well-diversified portfolio among various asset classes. The rationale behind diversification is to mitigate risk.
Socially Responsible Investing brings environmental, social, and governance concerns into consideration when constructing an investment portfolio.
Retirement planning is both broad and challenging. As you age, your plan has to grow with you. It doesn’t stop when you reach retirement; in fact, it has hardly begun.
Sustainable income, as an objective, usually relies on the stability of an underlying portfolio and a diversified mix of income sources, including bond interest.
Clients frequently reach out to their investment Advisors in narrow, tactical ways instead of using them to meet broad strategic goals.
Many of our clients set aside charitable funds each month, periodically, or directly from their IRA each year as required distributions must be made.
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Read moreOur personal customized approach to money management incorporates efficiencies introduced by recent technology. We believe most investors benefit from a core global market portfolio. This can be potentially achieved through the use of ETFs dynamically modeled for a specific risk tolerance and investment objective. These portfolios are designed to reduce the two stresses on a portfolio within our control – taxes and internal expenses. Supplemental portfolios are designed to increase yield and/or create stability, as strategies requiring more customization.
Wealth portfolios are managed by SFG’s Investment Advisory Team, led by Jeremy Olen, CFA®, and overseen by Jane Scarbrough, CFP®, Founder and Managing Principal. Our team meets monthly to review market conditions and global economic trends and analyze how these factors impact portfolio construction. Collectively, we bring broad industry experience to the investment process, an approach which has contributed to the success of our dynamic platform.