From Endowment to Wealth Management: The Mindset Shifts of Peter Newman
Peter Newman outlined 3 mindset shifts that he needed to make to succeed as a wealth manager.
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Investment Management
USING YOUR INVESTMENTS TO BUILD THE LIFE YOU WANT
It can be overwhelming to choose investments that meet your needs, especially when markets are down, there are thousands of fund choices, and you have a major transition in life such as retirement.
Professional investment management can save you time and give you confidence in your future.
Investment management is the professional selection of various securities (mutual funds, ETFs, equities, bonds, and cash) and other assets (e.g., real estate) in order to meet your wealth building goals. Good investment management carefully balances your risk tolerance in relation to expected return on your portfolio.
Risk is a factor in any investment decision that you make and your tolerance for risk is something that you will want to consider within your investment strategy. Your risk tolerance is balanced against your time horizon, meaning the time between now and when you anticipate needing your money.
Learn more about the Peak Wealth Planning process and how identify your tolerance for risk as we create your investment management plan.
Six-Step Investment Management
THE PEAK WEALTH PROCESS
Peak Wealth Planning fits your needs today with your vision for the future using the Peak Wealth Six-Step Investment Management Process.
Establish Goals & Time Horizon
Document your investment goals, risk tolerance, and time horizon
Identify Accounts & Resources
Identify your current investment accounts, real estate, and securities
Develop Asset Allocation
Develop a target asset allocation (mix of stocks, bonds, cash, and other securities)
Create Investment Portfolio
Create a recommended investment portfolio with securities appropriate for your situation
Monitor & Rebalance Portfolio
Monitor your investment performance and rebalance your portfolio
Automate Contributions & Withdrawals
Automate your investment account contributions (if you are still working) or withdrawals (if you are in retirement)
TAKE ONLY AS MUCH RISK IN YOUR PORTFOLIO AS REQUIRED TO ACHIEVE YOUR PERSONAL GOALS.
Peak Wealth Planning employs a disciplined approach to portfolio management that allows you to ‘stay the course’ through market fluctuations and capture value from the market. Our investment philosophy is to take only as much risk in your portfolio as required to achieve your personal goals.
Having investments with the appropriate level of risk and partnering with Peak Wealth Planning will allow you to:
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Have confidence that your investments are working to build wealth
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Reduce your stress levels and stop worrying about the markets
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Know that your assets should be sufficient to meet your goals
Learn more about our services and Peak Wealth Planning.
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