Investment management requires balanced decision making. It’s about balancing risk and performance, international and domestic, opportunities and threats. Ultimately, it’s the balance of emotion and logic. At Firenze Wealth Management in Portland, OR, our investment management strategy includes asset allocation, diversification, and rebalancing—all to build a portfolio customized for your unique needs and goals.
Schedule a consultation with a Firenze financial advisor to review or build your investment strategy today.
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Guidance We Provide
Asset Allocation
Different asset classes offer different advantages. In order to allocate your assets appropriately, we review your goals, risk tolerance, and investment horizon. We then use this information to allocate your assets in a way that suits these needs.
Diversification
No one can predict the future. Diversifying your assets works like an insurance policy against unexpected events. By spreading out your investments, you also spread out and therefore minimize the risk. As the saying goes, don’t put all your eggs in one basket.
Diversification is a term tossed around frequently, but it is often misused. During the dot-com bubble of the early 2000s, many investors considered their investments “diversified” because they spread them out across different tech companies. The problem with this line of thinking became terribly clear when the bubble burst. True diversification requires spreading your assets out among different asset classes, industries, locations, etc.
Rebalancing
Investment management requires ongoing maintenance. To help ensure that your portfolio remains appropriate, rebalancing is required. Periodic rebalancing helps you to stay on track to meet your long-term goals by realigning your portfolio. This realignment requires buying or selling assets to keep your investments in line with your intended asset allocation.
Customization
Asset allocation, diversification, and rebalancing do not exist in a void. They need context in order to be used effectively. That context only comes after we get to know you. There is no one-size-fits-all portfolio. We believe that we can only offer appropriate guidance if we’re listening to your goals and learning about your objectives. Only after understanding what you need can we begin to make personalized recommendations.
Let’s Get Started
Investment management is at the heart of your financial plan. No matter what stage of life you’re in, it’s never too early or too late to start planning. Schedule a consultation with one of our experienced financial advisors to get started. We look forward to hearing from you.
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DISCLOSURE
Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
