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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.