Wealth Planning | Portfolio Management
Your money is too important to set it and leave it.
Many times we find various investment and insurance products that have been collected over time with no clear purpose. At Certus, we can help sift through these products and help determine what is the optimal portfolio to reach your goals by adhering to the following process:
- Your wealth plan utilizing our PURE Wealth Process™ will determine the appropriate risk and return parameters
- Strategic asset class selection, tactical adjustments and rebalancing to strive to manage risk* and take advantage of short term market dislocations
- Investments are selected after carefully researching and monitoring managers, products, risk-adjusted returns, cost and tax efficiency.
*No strategy assures success or protects against loss. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.