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Investment Management

Investment Management: Build the Future You Choose

With the global economy undergoing consistent changes, investment management goals are no longer based on an outdated “set and forget” model. The investment process is increasingly fluid and requires sharp attention to financial shifts as issues unfold.

As financial advisors, we work closely with clients creating portfolios with carefully balanced positions that factor in your growth objectives and risk tolerance. You need flexibility in these times, and we remain alert and ready to act when market volatility concerns arise.

Our Investment Planning Structure

One of the most important decisions you make when investing is asset allocation. You want to protect your financial resources and make them work for you. An experienced financial advisor follows the markets and provides relevant knowledge-driven investment advice and recommendations. These are fundamental ways we assist clients:

  • Develop a customized asset allocation plan
  • Personalize investment strategies based on time horizons and specified goals
  • Provide economic updates that affect your portfolio
  • Design reallocation strategies that rebalance your portfolio as needed

Our risk assessment questionnaire identifies how risk averse or risk tolerant you are, so we move forward at a suitable pace.

Our Guided Wealth Portfolio

We believe in access. You work with a financial advisor for hands-on guidance. We are available to help you better understand how your portfolio works and answer questions that arise.

Redwood Financial Network is your team for investment management and personalized comprehensive financial planning to put you on the path toward your dreams. Contact us to schedule a meeting.

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