Investment Planning

Your Investments

At Summit View, we truly believe in risk management, appropriate cost levels, and aligning your risk level with your needed return. We help you to incorporate your style of investing into your financial plan. Some things to consider:

  • How would you describe yourself as an investor — cautious, confident, or spontaneous?
  • Is your overall objective income, growth, or a blend of the two?
  • Are you more comfortable with a balanced investment, just keeping up with taxes and inflation or do you want to beat the S&P 500 index?
  • What is most important to the overall goals of your portfolio?

Whether you’re 25 or 75, it is appropriate to incorporate a risk mitigation strategy. In order to serve you best, we typically delegate our investment management to third party money managers who are subject matter experts. The only thing they do all day, every day, is analyze the markets and make appropriate changes to your portfolio on your behalf. Depending on your wishes, we will meet annually, bi-annually, or quarterly to review your investment strategy and make adjustments as needed.

Investment Planning Services | Summit View Wealth Management