Wealth management is not only sound investing with an asset allocation determined explicity for you. It also includes a specific retirement plan, intelligent tax structuring and protection of your capital through appropriate risk management and insurance* strategies. Our team prides itself on being able to walk clients through these difficult concepts step-by-step. Your understanding of your financial plan is integral to its success. As our clients' wealth increases, so does the complexity of their lives. It is important that all of the pieces of the financial puzzle fit together and that you have a solid plan covering all financial aspects.
Our investment philosophy is based on the following central tenets:
The right mix of investments creates a properly diverisified portfolio
Conservative investing reduces risk. A good advisor knows how much risk you can handle and manages your portfolio accordingly
We do not work with clients who speculate, chase fads or get caught up in bubbles
Your portfolio is managed the same way that the largest pool of capital in the world is managed
We aim to integrate all aspects of your financial plan
Cooke Katzin Investment Group