Investment Advisory Sevices
There are so many investment options available in the market-place today; it is often difficult to determine which investment opportunities are best suited to your needs. Our Falcidian Financial Advisors are well trained to help you make those decisions.
Falcidian’s Investment Advisory Services are focused on developing, executing and maintaining an investment plan that is specifically designed to address the needs of each client. The Falcidian Investment Advisory process is divided into several steps, including:
- Reviewing your current financial situation
- Identifying your investment goals, including
- The time horizon for your investment goals
- Your risk tolerance
- Your target rate of return
- Your income needs
- Preparing an asset allocation study reflecting your risk/return ratio
Our approach to investment planning is designed to provide maximum service to each of our clients. At Falcidian, we do not “recommend and run.” Our Falcidian Financial Advisors are dedicated to working with you through each phase of this process to help ensure that your portfolio is properly structured for your needs.
Investment Management
Falcidian clients may ask us to provide Investment Management Services in addition to our personalized Investment Advisory Services. Using a highly disciplined process, we assist our clients in selecting investment strategies that fit their financial goals and objectives. To implement these strategies, Falcidian’s Investment Management program uses both mutual funds and professional money managers. Our Falcidian Investment Management process is divided into a number of steps, including:
Implementing your investment objectives, including:
- Reviewing your investment policy, asset allocation, and tolerance for investment risk
- Assisting you in selecting appropriate investment opportunities, including specific mutual funds and money managers
- Helping you choose a custodian for your assets
- Overseeing the implementation process
Monitoring your investment portfolio, including:
- Periodic performance reporting and review (usually quarterly)
- Evaluating manager activities and performance
- Re-balancing asset allocation, if necessary
- Updating your investment plan, if necessary, to reflect your changing needs
While many of our clients take advantage of both our Investment Advisory and Investment Management services, many others select just one service. Regardless of your choice, your Falcidian Financial Advisor will be available to provide you with independent, objective service directed at accomplishing your investment goals.
