Investment Portfolio Management and Financial Planning

Financial Planning

Do you have a handle on your investment portfolio?

Are you concerned about how to best structure your investment portfolio? Are your investments over-concentrated in one asset class, industry or security? Are you overtrading your account trying to outguess the market? Who selects your investments? With whom do you review your portfolio each quarter? Can you track all of your investments on one consolidated statement?

If these questions concern you, it is probably time to sit down and review your portfolio.

As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Because your current and future lifestyle depends on the wealth you plan for today, it is important to remember the five fundamentals of investing:

1. Rely on your financial advisor - Together you can make informed investment decisions.

2. Review your portfolio - Make sure your portfolio remains in line with your objectives.

3. Stay focused on the long-term - Don't try to second-guess the market by moving in and out of investments.

4. Diversify - Diversification is a well-recognized strategy for managing volatility.

5. Maintain perspective - Remember, the market has experienced many highs and lows.

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We can help you achieve the five fundamentals of investing with IMS Select Portfolios.

The Investment Management Solutions (IMS) program is designed to provide you with an orderly, disciplined approach to the investment process. IMS offers a personalized program for investing, with customized portfolios, access to world-class asset managers and consolidated account performance reporting—all the elements you need to help preserve and grow wealth while managing for acceptable levels of risk.

Together, we can explore your portfolio and your investment goals, and determine whether IMS is right for you.

Call us to schedule your portfolio review today or click here and we will contact you. Call 858.752.1726.

What is Method 10^TM

No matter what you think about when it comes to wealth and investment management and planning Method 10 Elements have them covered, here is a list of key elements covered by Method 10 they are; Income Tax Planning, Investment Planning, Retirement Planning, Disability & Income Protection, Asset Protection, Asset Diversification, Asset Allocation, Stocks and bonds, Munis, Estate Planning, Business Planning, Education Planning, Debt Management, Special Situations, Cash flow sources and uses, Income tax analysis – Savings, Tax planning 1040, 1041, 5500, Employee Stock Options, Concentrated equity positions, Employer stock inside an employer qualified plan, Charitable giving, Sale of residence, Roth IRA conversions, Limited Partnership & REITs, Oil and Gas Partnerships, Investment management, Investment planning, Tax minimization strategies, Business valuation, Buy/sell agreements, Key employee death protection, Key employee retention, Retirement plans, Exit strategies, Tax advantaged college funding, Section 529 Plans, Education IRAs, Roth IRA Conversions, Income tax credits, Hope scholarship, Lifetime learning, Charitable Remainder Trusts, Living trusts, Life insurance trusts, Grats, Type A trust, Type B trust, Financial aid, Divorce, Estate attorney referral, Addictions, Child / Eldercare, Occupation / Avocation, Family situations, Expenditures, Cash management problems, Cash flow projections, Budgeting , Goal setting, Implementation, Determination of taxable estate, Traditional and non-traditional plans, Establishing key estate planning documents, Retirement objectives, Available and needed resources, Government plans, Individual plans, IRAs, Roth IRAs, Non-qualified annuities, Employer plans, 401(k), SEPs, Simple IRAs, Profit Sharing, Post retirement asset allocation, Investment goals, Risk tolerance, Suitability, Appropriate asset allocation recommendations, Asset allocation, Systematic investment planning and so on and so on, with Method 10 we most probably have you covered. Services are primarily intended for accredited and Super accredited high net worth investors in our neighborhood which is La Jolla, San Diego, Rancho Santa Fe and Del Mar.

Our neighborhood is San Diego, La Jolla and Rancho Santa Fe.