Implementing a well-conceived, personalized investment strategy is vital in helping our clients meet their financial needs. There isn't a "one size fits all" solution, so we work closely with our clients to define their investment objectives and develop investment strategies to help them achieve their financial goals. Together, as we begin to work on the right investment solution, we will focus on the following concepts, advisory programs, and investment solutions.
Tearson Financial Group has access to leading investment managers which allows us to customize each investment strategy for clients. These strategies may include risk-based asset allocation portfolios that include individual equities, fixed income, mutual funds, exchange-traded funds and socially responsible investments. Here, the focus is on building efficient portfolios that are well diversified across a broad range of asset classes and types of investments for the long term.
Concepts
Goals, Time Horizon, Risk Tolerance
Passive vs Active Management
Technical vs Fundamental Analysis
Modern Portfolio Theory
Asset Allocation
Diversification
Re-balancing
Advisory Programs
Separate Managed Accounts
Unified Managed Accounts
Strategist Select
Advisor Select
White-Glove Services
Robo-Advisor: Fortuna
Investments Solutions
Mutual Funds
Exchanged Traded Funds
Stocks
Bonds
Alternative Investments
Annuities
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
