Investment Management
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.