Investment Management

You and your family work hard to accumulate assets over a lifetime through a well defined financial plan. The hope is that, when the time comes for you to use those assets, they’ll be there for you to benefit from. A well-designed investment portfolio should serve as the facilitator of all of your financial goals and contribute to the overall success and effectiveness of an investment strategy.

Our Approach to Investment Management

At Signal Wealth Advisors, we center our portfolio management and investment advice on well-established scientific and academic tenants. We incorporate all of your assets into your investment strategy. Every asset you own, either in a brokerage account, real estate, private equity, and business interests play a role in your overall strategy. Being thoughtful about tax-efficiency, liquidity needs, and understanding how each part plays a role in your financial plan is key to having a successful investment experience.

Our investment strategies follow a systematic and disciplined investment approach that is based on empirical evidence rather than subjective judgements, speculations, or emotions. By relying on data and proven methodologies, this approach aims to deliver a positive investment experience for each of our clients.

Your financial goals and risk tolerance should be the driver of your investment strategy. The portfolios we build are focused on long-term investment objectives rather than short-term market fluctuations. Studies time and again show that attempting to time the market or make frequent changes to a portfolio based on short-term market movements is challenging and most often leads to more risk and less return. By taking a long-term perspective, and investors can benefit from the power of compounding and allow their investments to grow without being swayed by short-term market noise or behavioral biases.

What We Can Do For You

• Determining Your Objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.

• Building Your Portfolio: Depending on your goals and risk tolerance, we will build a portfolio that you can stick with, in good times and in bad.

• Managing and Monitoring the Portfolio: Unless you have the time and patience to dedicate to portfolio management, it's hard to do effectively and efficiently. We know you have other things to do – such as living your life, so we’ll manage your portfolio for you, making sure it never strays from delivering the objectives you desire. We will track the performance and provide reporting throughout the years. Each year, we will review your risk exposure and determine if any changes need to be made.

• Reviewing, Reporting, Recommending Changes and Revisions to the Strategy: Our investment management services are based on constant and open communication with our clients. Through regularly scheduled reporting and conversations, we ensure that your investment portfolio is continually reviewed, revised as your time horizon and risk tolerance changes, and updated to meet your changing circumstances.

Contact us today to learn more about investment management.