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Our Disciplined Six Step Wealth Management Process for Our Wealth Management Services
  1. FINANCIAL ANALYSIS – Before providing you with an investment strategy, we first need to know where you are now and where you ultimately want to be. We begin with the Wealth Optimization System. First, we help you identify and think about the challenge. This discovery process leads us to clarity about the concerns in question. Next, we will explore creative yet sensible strategies helping to make necessary decisions. We then help you implement the strategies which are results driven. Our relationship will continue as we help you manage the outcome thus giving you the independence and confidence people seek.

  2. ASSET ALLOCATION – The way in which your assets are allocated in stocks, bonds and cash and how they are rebalanced over time ultimately drives performance. An asset allocations strategy cannot guarantee that your portfolio will meet its objective.

  3. PORTFOLIO STRATEGIST SELECTIONS – The Portfolio Strategist’s job is to lay the foundation for moving forward with your investment strategy. We will help you determine which Strategist is right for your circumstances.

  4. INVESTMENT MANAGER SELECTION – Each Strategist has a personalized and disciplined process for selecting Investment Managers. Regardless of the investment approach we ultimately recommend for you - you have the confidence that we have aligned with the industry’s top resources.

  5. MONITORING AND REBALANCING – Managing your portfolio takes proven capability, time and focus. Market forces and economic conditions are constantly changing, which can directly affect your asset mix and prompt the need for rebalancing.

  6. REPORTING – An important part of our job is to keep you informed and in control. That is why we provide you with clear, ongoing communications. And why, whenever you have a question, you can call on us to respond.

 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of FL, ME and NH. No offers may be made or accepted from any resident outside the specific states referenced.

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