Investment Management
At The Advanced Strategies Group we approach investment management using four criteria (Plan, Prepare, Preserve, and Protect). These four criteria are used to develop the foundation for our client's investment management strategy. Uncovering a client's objectives enables us to recommend and implement the appropriate investment vehicles.
Plan
- What level of planning are you interested in pursuing?
- Retirement
- Educational funding
- Sale of your business
- Future purchase
- Family office services
- How has your plan established clear investment objectives that incorporate your risk parameters?
- Have you defined your investment goals and requirements?
- Does your investment plan start with an investment policy statement that serves as a guide through good and bad times?
- Please contact an ASG professional to develop your investment management strategy
Prepare
- Have you run any type of analysis to prepare your plan for good and bad times?
- Before you can establish a plan we need to know all of the components of your financial picture:
- Business interest(s)
- Real estate holdings
- Non-qualified Investment portfolio account(s)
- Qualified investment portfolio account(s)
- Life insurance policies
- Before making an investment decision have you reviewed all of the appropriate investment vehicles?
- How have you addressed your need for income, liquidity, and ultimately the amount of risk required to achieve these variables?
- Do you have an established review period that will help to determine if you need to make adjustments to your original plan?
- Does your team have the experience and skills to qualify them as your Sheppard in meeting your plan?
- Please contact an ASG professional to develop your investment management strategy
Preserve
- What type of risk-mitigating instruments do you have in your current investment portfolio that will help to preserve your capital?
- How have you prepared to deal with the current market turmoil?
- Please contact an ASG professional to develop your investment management strategy
Protect
- What have you done to protect your investments from a drastic downturn in the market?
- Are any of your investments protected with guarantees for your income or principle during negative periods in the market?
Please contact an ASG professional to develop your investment management strategy.
Advisory services offered through First Heartland Consultants, Inc.