Investment Philosophy
What is investment management?
Investment management is the prudent and deliberate oversight and management of your investments. When you receive expert investment advice from Fonville Wealth Management, it’s like having a personal chef, but for your investment portfolio.
Many financial advisors focus on maximizing returns. This can be a major mistake. Focusing on returns alone has the potential to negatively impact three additional components of your portfolio, including risk, taxes, and income. This lapse of balance can be devastating to your ability to both preserve and grow your wealth over time, while also enjoying the lifestyle you love.
As your personal investment manager, we’ll help you identify your tastes and preferences (financial and life goals). Then, we’ll build a custom tailored recipe (your asset allocation) that will give you the best chance of accomplishing the goals important to you. Finally, we’ll choose cost-effective ingredients (stocks/bonds/mutual funds/ETFs) that provide the healthiest long-term potential impact for you and your family.
You’ll benefit from Nobel Prize winning economic research from some of the smartest minds in the investment advice industry, including Nobel Prize winning economists Dr. Harry Markowitz and Eugene Fama.
We’ll make sure you always have the right recipe with the healthiest ingredients, all the time.
4 Components of Investment Management:
Manage Risk
Most investors want to avoid unnecessary risks. We help you mitigate risk in your portfolio so you can sleep at night.
Create Income
We can help you create sustainable income from your portfolio in retirement to help you live the life you want.
Improve Returns
We focus on increasing expected returns through advanced portfolio research.
Reduce Taxes
Tax optimized portfolios may generate up to 1.83% per year in improved after-tax returns.
Our Investment Partner, Loring Ward
Meet the Investment Committee from Loring Ward, one of our Expert Team partners:
How are you doing financially? Let us help (emoney link): https://connect.emaplan.com/1ph
