Design Your Portfolio and Asset Allocation
Based on the information gathered and analyzed in step one, we will assist you in identifying an appropriate risk level for your portfolio. An asset allocation model developed using the pillars of modern portfolio theory will be employed in a manner that will maximize your return potential for the given level of risk you are comfortable with. This broadly diversified portfolio may include exposure to U.S. markets, developed and emerging international markets, as well as tactical methodologies and fixed income (bond) positions.
At Northwest, we are extremely fee conscious when entrusted with the responsibility to manage your investment portfolio. Fees are often overlooked, viewed as an afterthought, or worse yet, hidden by brokers and investment advisors. There is no disputing this claim: Fees reduce your investment performance. Through our relationship with Scottrade Advisor Services, our clients receive the lowest pricing available to the registered investment advisor marketplace. In addition, the investment vehicles we utilize to manage our clients’ accounts have among the lowest internal fees in the industry. Finally, our management fee structure is considerably lower than the average registered investment advisor’s. The ultimate goal and result of our diligence in containing fees is that you, our clients, get to keep more of the market’s returns for yourself, instead of funneling those profits on to a large custodian, mutual fund companies and your investment advisor.
What are the five steps of the investment management process?
- Step One: Understand your goals and analyze your current investment portfolio.
- Step Two: Design an optimal portfolio based on your goals and objectives.
- Step Three: Formalize an investment policy and the management process.
- Step Four: Implement your portfolio solutions.
- Step Five: Continuous monitoring of your portfolio and adapt as needed.
To find out more about how we could assist you in achieving your goals, please contact us 24 hours a day through our online request form or call us during business hours (8am-5pm EST) at 317.663.4559. Don’t just set goals... follow through... and achieve them!
Disclosure Statement: The contents of this website are for informational purposes only and are not a solicitation to either buy or sell securities. No new account will be accepted unless and until all local regulations have been satisfied. The material presented on this website is from sources believed to be reliable, but it's content is not guaranteed and may be subject to change at any time. Please read our privacy policy prior to leaving this site. Northwest Advisory Group, Inc. does not offer guaranteed rate programs. Investing in financial markets involve the risk of losing principal. Northwest Advisory Group, Inc. does not manage bank guarantee or FDIC accounts. All visitors to this website should note that past performance is not necessarily indicative of future results.