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Investment Management

When it comes to your investments, the most important thing is that they align with your goals.

With so many options to choose from, having an advisor in your corner can be very valuable.

Our process is designed to select an overall allocation to get the best risk-adjusted return possible.

A risk-adjusted investment portfolio calculates your growth potential and factors in the degree of risk that needs to be assumed in order to capture returns.

Determining your tolerance for risk is a critical aspect of investment selection. We determine your Risk Score using Nitrogen, the leading risk analysis provider, to thoroughly review and analyze the true Risk of your investment portfolio. Doing so allows us to structure your portfolio so that you are not overexposed to market risk while maintaining as much upside growth potential as possible.

By working with us, you’ll receive recommendations that align with your financial objectives.  We take risk seriously because we don’t want you to be set back by significant losses. Our investment recommendations are the result of a thorough and careful analysis of your resources and objectives.

Our Philosophy

We provide custom investment strategies built based on your goals and risk tolerance and help you understand how and why you’re investing in a particular portfolio. That understanding can go a long way in helping you feel confident when the market inevitably gets volatile. Through our strategic partnership with LPL Financial, we are able to provide our clients with access to the tools and resources of a national financial institution, the personal attention of a boutique firm, and access the best fund managers and independent research teams in the world, creating a unique strategic platform for our clients.

Planning Driven

We believe your investments should be driven by one thing only: your financial plan. It is important to understand what your goals are, and design a plan for what it takes from your investments to achieve them, without taking on excessive risk.

Research Based 

All of our investment strategies are backed by time-tested research. We don’t follow the latest trends and buy into the "new, shiny object" in the world of investments. Rather, we stay focused on your long-term goals so you can avoid the high volatility that financial trend followers often experience.

Strategic Analysis

We believe that successful investing is based on the time-tested financial principles proven to build wealth over the long-run. We stay in-the-know with recent economic news and reports to identify long-term, data-driven opportunities in the market based on a thorough economic analysis and review process. 

Tax Efficiency

Taxes can significantly erode lifetime investment returns, so they must be taken into account. Dividends and capital gains distributions can really start to add up and may cause you to pay significant tax liabilities over time. Because of this, we provide tax-efficient portfolio solutions so you can realize the highest possible after-tax returns.

Diversification

Traditional and alternative investments creating a complete asset allocation

Reduce Risk

Thorough analysis providing the best risk-adjusted returns possible

Tax Efficiency

Customized tax-efficient portfolios to secure the best after-tax returns

Review & Rebalance

Monitor and adjust your portfolio periodically to maintain the proper allocation over time

Meet with Us

Contact Us Today

Can Soteria help you work towards achieving your financial goals?

Schedule a free, no-pressure financial consultation to find out.