CFP and CFA: Credentials to Consider When Hiring a Financial Advisor
Core Wealth Management is proud to offer comprehensive investment management solutions tailored to meet your unique circumstances and personal financial goals. We take special care to ensure that your investment program is integrated with all aspects of your financial plan and that all of the pieces of your financial puzzle fit together and work together in a cohesive manner.Core Wealth Management is proud to offer comprehensive investment management solutions tailored to meet your unique circumstances and personal financial goals. We take special care to ensure that your investment program is integrated with all aspects of your financial plan and that all of the pieces of your financial puzzle fit together and work together in a cohesive manner.
RISK MANAGEMENT
There is an overwhelming body of academic evidence indicating that, over time, investors can expect to be rewarded by the amount of risk they accept in their portfolios. In the context of investing, that means that only certain kinds of risks are worth taking to accumulate or sustain a desired level of wealth.
We seek to manage that risk by diversifying broadly, both across asset classes and around the world. We carefully plan for an appropriate amount of risk/reward for your goals, work closely with you to build the portfolio mix that makes sense for your plan, and help you stick with your plan when the risk shows up.
BEHAVIORAL FINANCE
In the absence of planning, many investors are driven by their emotions, buying and selling at the wrong times. They take on too much risk during the euphoria of a market surge and they abandon their portfolio and retreat to cash during frightening market declines. Ill-planned investing is expensive. It breeds additional anxiety, and detracts from long-term success. As your financial advisor, we seek to make you aware of these behaviors so that you can recognize them when they present themselves. We encourage you to focus on your long-term plan and your objectives, not on news headlines and the day-to-day volatility that characterizes the markets. At Core Wealth Management, we are proactive when it comes to the management of your investment portfolio, creating an adhering to an Investment Policy Statement, which guides our actions under various market conditions.
WHAT TO EXPECT FROM CORE WEALTH MANAGEMENT
At Core Wealth Management, we replace emotion with evidence, guesswork with planning:
- Establishing an Investment Policy Statement to guide our way.
- Building a well-diversified portfolio consistent with your needs and risk tolerances.
- Acting as the voice of reason during market swings.
- Regularly reporting to you on how your portfolio is doing in relation to your goals.
- Helping you calmly adjust as your goals and needs evolve over time.
Our asset management solutions include:
Asset Allocation
Risk Analysis
Investment Policy Development
Tax-Planning
Portfolio Management
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