Investment Management Strategy

Personalization. Your circumstances and financial objectives are exclusive and your individual needs are unique. At Sierra Pacific Financial Advisors (SPFA), you benefit from a our process that considers your goals, income requirements, investment return expectations, tax situation, and other outside influences when establishing a investment recommendation equation.  You are ensured a customized investment plan to meet your stated objectives.

Asset Allocation and Diversification. You need a sound investment foundation relying on appropriate asset allocation and diversification.  Your portfolio is developed with multiple investment styles and asset classes, along with growth and value investment styles to provide portfolio exposure to different sectors throughout the business cycle.  By diversifying assets among various classes (such as bonds, equities, cash, and alternative investments) and geographic regions (such as domestic and international), you achieve a balanced portfolio.  Within these asset classes, Sierra Pacific Financial Advisors utilizes an actively managed portfolio to enhance risk-adjusted returns and exploits passive indexes to produce a low cost, tax-efficient portfolio for you.

Rebalancing and Reallocation. Sierra Pacific Financial Advisors views asset allocation as a dynamic process, rather than a static one. Maintaining a "buy and sell" discipline keeps your portfolio in line with your overall financial objectives and individual risk tolerance. Your target allocation is adjusted and your accounts are repositioned in correspondence to changes in market conditions and your unique circumstances.