Secure Your Financial Future
“The future is not a gift – it is an achievement” – Harry Lauder
Today’s financial world is extremely complex. An overflow of investment information can sometimes confuse your decision-making and derail the focus of your priorities. Managing your assets requires a significant amount of time, knowledge, and resources.
At Sierra Pacific Financial Advisors (SPFA), we understand your assets represent many years of your hard work and savings. By following a systematic, disciplined approach, we help you build and protect your wealth. You benefit from prudent investment management services that save you time and significantly reduce investing oversights caused by human emotions.
Our investment management process includes:
- Review of your short-term and long-term financial objectives to understand your investment time horizon, risk tolerance and liquidity needs.
- Detailed evaluation of your current portfolio
- Creation of your Investment Policy Statement and your portfolio, designed around your unique needs and tax situation
- Development of investment recommendations with a high probability of goal achievement
- Continuous supervision of market fundamentals with the rebalancing of your portfolio, according to the changes in economic environment and your specific circumstances
Investment Management Services
- Asset Allocation
- Portfolio Management
- Separately Managed Accounts
- Alternative and Socially Responsible Investments
- Retirement Income Portfolio
- Investment Monitoring and Rebalancing
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