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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 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.


  • 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

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.