Wealth Management Services
You've worked hard for every dollar. Make every one count!!
It’s not just about the money. And your financial portfolio is not just a collection of securities and accounts. It is an investment that you’re counting on to help you achieve your life’s goals.
Too often, we see individuals who have “collected” accounts over the course of their lifetime, and after reflection find they don’t have a clear understanding of what investments they have or how they factor into their long range goals. The financial professionals will work with you to construct a portfolio based on your specific needs and objectives with a focus on risk mitigation. With our three-step consultative process, we provide a highly personalized investment strategy based on the disciplines of asset allocation and diversification. Once we have determined the best allocation to meet your cash flow and accumulation goals, we construct a portfolio based on our disciplined methodology of evaluating investment managers. Using a combination of institutional management, separate accounts, mutual funds, alternative investments and exchange traded funds, we are able to provide a highly customized investment strategy that is managed with you in mind. YOU will receive the following services and benefits: Diversified portfolios with access to industry leading, separately managed accounts and mutual funds in one account Periodic rebalancing to help ensure that the portfolio is consistently meeting goals and objectives Tax management strategies to help minimize tax consequences of growth in the account Detailed performance reporting that keeps you abreast of your investment portfolio’s performance at all times, with monthly statements and online access Ongoing account maintenance and monitoring to make sure your retirement and wealth accumulation goals are on track Proactive planning and review meetings to discuss changes in your life and the corresponding changes needed to align your accounts Since you’ve worked very hard for your money, your money should work very hard for you. Capistrano Financial & Insurance Services assures that it will, by being proactive and providing a personalized focus that will get you closer to realizing your financial goals.
MARKET UPDATE NEWSLETTER 7-2-2019
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