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A Personalized Investment Strategy

Built Around Your Financial Plan

Investing Can Feel Overwhelming. It Does Not Have To Be That Way. 

Your investments play a significant role in your long-term plan and your investment success is largely driven by creating an appropriate strategy aligned with your objectives and most importantly, sticking to it. Yet it can be difficult to know where to start with so many options and opinions from co-workers, neighbors or the news. 

“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham


How is Your Money Managed? 

With you at the forefront. Every individual and family has different wants and needs - determined by our planning work - for their money, which impacts the appropriate strategy. That is why your investment strategy is based on both your financial plan and your personal Investment Policy Statement, a guide outlining your objectives, risk tolerance, time horizon and more.

Every investment recommendation is based around enhancing one or more of the following characteristics:

  1. Improving return potential
  2. Lowering risk exposure
  3. Lowering investment expenses
  4. Reducing tax cost

Your strategy will be built around a prudent philosophy, consisting of a diversified portfolio of low-cost, tax efficient mutual funds and ETF's (Exchange Traded Funds) within an appropriate asset allocation. CWA custodies client assets at Charles Schwab and utilizes both passive and actively managed investments. 


What’s Included in Investment Management


Pencial

Portfolio design

A portfolio aligned with your goals, values and risk tolerance

Gears

Professional oversight

Implementation, monitoring, quarterly reporting and adjusting as needed

Piggybank

Tax-efficient investing

A tax-aware approach, helping you keep more money in your pocket

Money

Risk management 

A well-diversified portfolio to maximize return and reduce risk

Scales

Portfolio rebalancing

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. 

My Investment Philosophy

Founded on evidence and focused on the long-term.

The 8 Tenets of My Approach

Review Your Investment Strategy Today

Find out if your portfolio is aligned with your objectives.

Schedule a Call