Investment Management

By: Krietzberg Wealth Management  06/02/2015
Keywords: Risk Management, Asset Allocation, Wealth Planning

The planners at Krietzberg Wealth Management apply their unique investment process to help meet the special needs of the individual investor. A process this comprehensive, usually reserved for large institutional investors, is what separates Krietzberg Wealth Management from others. Krietzberg Wealth Management will create a unique Investment Policy Statement resulting in a custom investment portfolio tailored to meet your needs and completely in line with your future goals. This statement will dictate your investment objectives, risk tolerance, time horizon, tax efficiency, liquidity needs and unique concerns or portfolio restrictions. Investment portfolios are constantly evolving as we monitor them daily keeping the following elements in mind: Asset Allocation Policy We recommend the appropriate combination of asset classes to optimize and diversify your portfolio. Manager Selection All portfolio managers are carefully selected, monitored, and replaced as needed. Risk Management Investments are chosen to produce the most return for the least risk. Tax Management Each asset class produces tax implications that are carefully analyzed and considered.

Keywords: Asset Allocation, Risk Management, Wealth Planning

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