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Investment Planning

Client Centered

We will design and implement a core investment plan utilizing the fiduciary responsibilities as an Investment Advisor Representative. We have the flexibility to customize this plan using model investment allocations that are outcome based to meet your risk and time horizon profile.

With this type of plan we can offer you the following:

  • A Team of Specialists: Our Experience Counts. We will analyze your specific situation, goals, objectives, and vision to create a flexible plan.
  • Modelling and Allocation: We offer a wide array of tools to design and recommend a portfolio or series of portfolios to help meet each objective
  • Risk Management: Our primary focus for any portfolio is to manage for volatility in the market. We subscribe to industry research to provide the guidance and data with the goal of avoiding the potholes of potential investment pitfalls.
  • Open architecture approach: As an independent financial advisory firm , we can offer many solutions to help meet the stated objectives. We are not limited to particular companies or programs and always adhere to one principle…..Do what is in the best interest of the client.
  • Tax Efficiency: In those accounts that do not offer tax deferral, we coordinate your investment plan to provide more tax efficiency.
  • Ongoing Portfolio Monitoring: We will continue to monitor you portfolio holdings, positions, and performance and communicate any changes necessary to help meet your objectives.

Our goal is to be your advocate, utilize our Experience and knowledge, but have the flexibility to make changes as life’s pages turn.

No investment strategy can guarantee a profit or protect against loss. Neither Hold Financial Group, LLC nor SagePoint Financial, Inc. offers tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

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