Investment planning and portfolio management are critical elements in achieving your retirement goals.
Many financial professionals invest clients' money in stocks and bonds, then pay little attention to those holdings-even when markets decline steeply. At Financial Designs, we don't think that's acceptable. That's why we actively manage our clients' assets, with two objectives: protecting their capital when markets are falling, and participating in gains when markets are rising.
The benefit of our approach versus a traditional buy and hold approach is evidenced by our results. From January 1, 2001 to December 30, 2011 the S&P 500 Index had a return of 17.48%. During the same period, our dynamic approach had a return of 91.73% after fees. Click on the icons below for detailed performance information.
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Before we invest your assets, we gather extensive information from you to develop a unique investment policy. Based on that policy, we develop an investment portfolio that is tailored to meet your needs while remaining in your comfort zone for risk.
Our goal is simple: to ensure that you have the assets necessary to turn your vision of retirement into a reality.
*Performance of our Trend Allocation Strategy is tracked daily and can be provided upon request.
Disclosures:
Performance returns reflect the reinvestment of dividends and capital gains. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by the advisor), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or out perform any particular benchmark.
Let's get acquainted!
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Or e-mail us at fdc@fdcadvisors.com.