Our Wealth Management Process

If together we decide that your personal financial plan should incorporate one of the managed portfolios at Investment Advisors Asset Management, this is the investment process that our team follows.

Our four-step investment process is an elegant and sophisticated strategy that can incorporate a tactical element when our Investment Strategy Team feels it is necessary.Our goal is to Advance (Participate) when conditions allow and Protect (Reduce Risk) when necessary.

  • Asset Allocation Modeling- The foundation of our portfolios is our underlying asset allocation, including stocks, bonds, and alternative investments.
  • Investment Screening- Our proprietary process screens thousands of investment products to help us identify the right investments for our portfolio strategies.
  • Technical Analysis- Our portfolios have a tactical overlay which helps us to develop our investment entry and exit strategy.
  • Continuous Monitoring and Review- Our Investment Strategy Team monitors our portfolios' progress and performance, and seeks to be proactive in response to economic and market conditions.

We would be happy to review our investment process in greater detail during any in-person meeting.

One of our primary goals is to develop a long-term, trusting relationship with you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
Learn More

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More

Have a Question

Name
Email
Phone
Question
Thank you!
Oops!