Investment Management

Resource Financial Group offers a variety of services to help you pursue your financial goals, including:

Investment Management, Planning, and Analysis

Investment planning, coupled with ongoing tailored analysis, is crucial in deriving the maximum benefits and wealth from your investment portfolio. Resource Financial Group works to:

• Create and manage custom investment portfolios designed to fit your needs and goals.
• Implement our ongoing Strategic Portfolio Management Process. This four part process includes:
  • Gap Analysis
  • Asset Allocation
  • Manager Selection
  • Rebalancing and Reporting Progress
• Design of your “Personal Financial Blueprint” – a customized financial plan and implementation strategy.
• Periodic “Wealth Plan Review” reports to provide a review and update of your current status.
• Regular Monte Carlo simulations – a method for evaluating various factors that impact an investment portfolio to determine the probability of success for your wealth plan.
• Continual monitoring of your investments to ensure they are performing as expected.
• Regular meetings to review your investment performance, update your overall financial objectives, and reallocate your portfolio as necessary.