Investing Can Feel Overwhelming. It Does Not Have To Be That Way.
Your investments require attention and a disciplined strategy aligned with your objectives. Many individuals do not know where to begin when selecting investments. And how should you with so many options. We will work together to craft your personal Investment Policy Statement which is the framework for how your strategy is formed and managed.
By applying diligent research and a simple, yet effective approach, my goal is to see that your investments are working as efficiently as possible to reach your long-term goals. You will feel informed about how your hard earned money is invested while passing off the day-to-day work to me.
What’s Included in Investment Management
A portfolio aligned with your goals, values and risk tolerance
Implementation, monitoring, quarterly reporting and adjusting as needed
A tax-aware approach, helping you keep more money in your pocket
A well-diversified portfolio aimed at balancing return and risk
Periodic rebalancing to manage fluctuations in the asset allocation
Pension Plan Consulting
In addition to personal investment management services, Crest Wealth Advisors also provides pension plan services. This service includes assistance with plan construction, investment selection and monitoring and participant education.