Investment Planning
Investment Planning
Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return.
What You May Be Thinking:
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Can my investment portfolio withstand a significant market drop?
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How can I optimize my portfolio for taxes?
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Am I taking on the appropriate level of risk with my investments?
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Are there any gaps or opportunities within my current portfolio?
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Does my current investment strategy align with my goals?
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How can I generate additional income?
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What, if any, alternative investments are worth considering?
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Are you acting in my best interest?
Our Approach
As your dedicated fiduciary, our extensive team of investment professionals partner with you to tailor a portfolio built to maximize the probability of achieving your long-term investment objectives. Each client has a personalized investment plan that guides portfolio decisions, and individual circumstances inform the investment decisions our team makes on your behalf. These decisions are guided by strategic and tactical allocations, manager selection, and risk management, all grounded in the central tenets of our core investment philosophy.
Our Investment Planning Conversations
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Ongoing Portfolio Maintenance and Rebalancing
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Risk Assessment
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Investment Planning and Implementation
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Employer Retirement Guidance (401 (k), 403b, 457, etc.)
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Fixed Annuity Analysis
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Variable Annuity Analysis
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Current Portfolio Gap Analysis
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Concentrated Position Management
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Diversifying Strategy Opportunities
Our investment ideology,
tailored to you.
See exactly how and why we bring sound investment fundamentals to your specific situation and unique life goals.
Related Articles
See our latest thoughts and insights on Investment Planning.
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September 23, 2025
Why Did the Fed Lower Rates?
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, Focus Partners’ Jason Blackwell explores why the Fed is taking action.
Watch the video -
September 15, 2025
Two-Minute Market Focus
The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators.
Listen to the podcast -
September 15, 2025
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?
Read the article