FINRA's BrokerCheck

Asset Management (Demo)

Investment planning and analysis

Every investor has different needs and objectives. A well-structured investment strategy should: 

  • Document your investment objectives and risk profile in a clearly defined Investment Policy Statement. 
  • Allocate your investment assets across a broad range of asset classes and investment styles to properly diversify your portfolio, while striving to minimize volatility. 
  • Provide clear direction for your financial decisions by recommending specific actions to rebalance your portfolio.
  • Adjust your investment strategy to your short and long-term financial goals and objectives. 
  • Provide you with a professional "coach" who can assist you long-term with all your financial decisions. 

Whether we can help design and implement a strategy, or review what your currently have in place, we focus on: 

Diversification with purpose

We manage portfolios with a forward-looking asset allocation strategy. We then build portfolios across multiple asset classes, geographies and investment strategies. We select holdings and managers through proprietary reviews at both quantitative and qualitative levels, while considering fees and trading expenses.

We consider which asset classes are best suited for active management vs. indexed, or passive management. Our team will also consider use of active management vs. passive management based on certain market conditions.

Our strategies also include certain holdings that exhibit very low correlation to traditional asset classes – these holdings can reduce risk while keeping a portfolio fully invested.

Client focused portfolios

We build strategies with varied levels of expected returns and volatility. Our goal, however, is to deliver a strategy focused on client income and return objectives, risk tolerances and goals. As such, we work with clients to tailor our solutions, or seek a custom portfolio strategy based on our research based approach.

Integrated financial planning

Working with a Rehmann advisor not only means well-connected wealth planning, but a team ready to address any financial needs — CPAs, business consultants, and even investigators. We can build tax management strategies within portfolios, offer a host of proactive management techniques, provide valuations and more.

 

Meet The Rehmann Team

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