Whether you're riding the bull or avoiding the bear, you want an investment manager that has a process driven approach to building custom portfolios that meet your family's objectives because it's the only way to reduce your exposure to risk and help you and your loved ones reach the sense of security you deserve.
Keep scrolling to learn what we believe and why it matters.
"I want you to know how much I appreciate your proactive measures with respect to a possible recession.
I have been investing for about 50 years now, and have worked with many financial advisors, and have also seen several market crashes of varying severity. But until now, no one has ever made any significant adjustments to protect my assets from potential downturns. You are the first person who has done the analysis, made the plan, and followed through to counter a possible negative market situation."
Judith Jensen - client since 2021
*Testimonial provided by Judith Jensen, who is a current client of Michael Palumbos, on 5/17/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client's unique experience, may not be representative of other clients' experiences, and is no guarantee of future performance or success. CRN-5856303-080323
Asset allocation won’t guarantee a profit or ensure against a loss, but may help reduce risk and volatility in your portfolio. Diversification cannot eliminate the risk of investment.
*Source: CFA Institute Research & Policy Center Practitioners' Insights: Rules-Based Asset Allocation By Ashutosh Bhargava & Shreenivas Kunte, CFA, CIPM - 22 July 2021