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Investing Most people recognize the benefits of real estate investing when they buy a home but lack the knowledge to extend their investing to stocks or stock mutual funds. That's where we come in! At Wealth Strategies Inc.we offer stock and stock mutual fund investing advice in Georgia.
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Investing Strategies Tailored to Your Financial GoalsThe investing process begins with the creation of the investor profile. First, we listen to the client talk about their investing goals. Then, we proceed to gather information on the investor's time horizon, risk tolerance, liquidity requirements, and tax position. This information is the foundation of the investing policy statement.
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We Listen to You Discuss Your Investing and Financial Goals
Most people recognize the benefits of real estate investing when they buy a home but lack the knowledge to extend their investing to stocks or stock mutual funds. That’s where we come in! At Wealth Strategies Inc.we offer stock and stock mutual fund investing advice in Georgia. The investing process begins with the creation of the investor profile. First, we listen to the client talk about their investing goals. Then, we proceed to gather information on the investor's time horizon, risk tolerance, liquidity requirements, and tax position. This information is the foundation of the investing policy statement.
We Design an Investing Action Plan
Just like our bodies need a balanced diet, investing strategies need a balanced mix of real estate, stocks, mutual funds, money market accounts and bonds. Because investing in the stock market has a history of long-term growth and short-term volatility, we believe the key to a successful investing strategy is diversification. A diversified portfolio of money market investments, stocks, bonds, mutual funds and real estate will provide great returns with minimum risk. Numerous studies have shown that portfolios perform better and are less risky when investing in different kinds of assets. Using our research and investing tools, we screen thousands of stocks, money market funds and stock mutual funds to select the right investments that will help you achieve your investing and financial goals. If you're looking for investing advice in Georgia look no further than Wealth Strategies Inc.
We Monitor Your Investing Strategies, Review and Rebalance Your Portfolio
Investing in an actively managed portfolio of real estate, insurance, stocks and stock mutual funds is not a passive activity. Investing in an index fund can be a passive activity. We take an active role in investing your assets. We don't sit back and allow your portfolio to take care of itself. We perform periodic checkups to see if your investing strategy has veered from its target allocation, or if we need to adjust for any cyclical changes in the stock market. For example, a bullish market may have caused your stocks to grow to a point where they consume more of your portfolio than originally planned. That's when we re-balance your stocks and stock, money and mutual fund portfolio to keep your investing strategy on track for achieving your investing and financial goals with minimum risk.
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| Our Approach to Building A Smarter Portfolio - Create Investor Profile
- Prepare Investing Policy Statement
- Establish Asset Allocation Guidelines
- Recommend Specific Investing Strategies
- Monitor, Review and Re-balance Your Investing Strategies
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| Call for immediate help: 770-969-9850 |
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| ©2010 Michael Johnston, CPA. All Rights Reserved. |
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