The process we utilize to manage your investment portfolio centers around your risk tolerance and financial objectives.

At Financial Insights, we believe that our highest priority is to achieve the financial goals of our clients. Therefore, we implement disciplined investment strategies to tailor models that can meet your personal risk tolerance and attain your unique goals.

The process of building your portfolio:

  1. Listen: We start by listening to your goals and objectives.
  2. Evaluate and Strategize: After looking at both your short and long term goals, our investment team classifies your level of both risk and reward to find a model that suits your needs.
  3. Engage: Based on your model(s), we research and analyze investable universe of funds to ensure that they are consistent with the overall strategy. Once the funds are determined, the strategies are implemented.
  4. Monitor: We regularly monitor your portfolio to ensure that the performance is consistent with your goals. We set up appointments with you to review the performance of your portfolio and recommend any changes that can further enhance the progress of your particular investment model.

“Someone‚Äôs sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffett