PlanVest Financial: Investment Management

Investment Management

At PlanVest Financial, we recognize that each client is unique. Your strategy is created based on your individual risk-tolerance and focused on diversification of your hard-earned assets. Determining your tolerance for risk can help us both understand your portfolio behavior and the thought process behind your asset allocation.

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A scientific, research-driven approach to developing and managing your portfolio.

Before making investment recommendations, we take the time to: understand your family circumstances; current financial situation; dreams for the future; and tolerance for risk and time horizon. We then design tailored-made investment strategies for you, which may include among others, some of the following securities: individual stocks, bonds, mutual funds, exchanged traded funds and alternative investments.

We monitor your investment portfolio on a regular basis and re-balance it periodically, taking into account tax implications. Regular communication and monitoring allow us to adjust the strategy as your circumstances change or market forces may dictate.

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