Building Your Investment Solutions...

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 pursue their financial goals. Together, as we begin to work on suitable investment solution, we will focus on the following concepts, advisory programs, and investment solutions. 

Modern Wealth Strategies 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. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Investment Concepts

  • Goals, Time Horizon, Risk Tolerance 
  • Passive vs Active Management
  • Technical vs Fundamental Analysis
  • Modern Portfolio Theory
  • Asset Allocation
  • Diversification
  • Re-balancing  

Advisory Platforms

  • Model Wealth Portfolios (MWP)
  • Optimum Market Portfolios (OMP)
  • Guided Wealth Portfolios (GWP)
  • Strategic Asset Management (SAM)
  • Manager Select 
  • Personal Wealth Portfolios 

Investments Solutions

  • Mutual Funds
  • Exchanged Traded Funds
  • Stocks
  • Bonds
  • Alternative Investments
  • Annuities 
  • Cryptocurrency-Related Products
The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.