- Mutual Funds
- CD’s MMKT
- Govt. Notes Bonds
- Corporate Bonds
Investment management and portfolio selection are essential steps in building your net worth.
At the early stages of wealth management, the focus is on accumulation planning which involves addressing your individual investment needs, risk tolerance, and determining the suitability of different types of securities that will fit your goals.
As your wealth grows, needs and desires will change as competing interests make demands on available funds. Long-term investment planning seeks to achieve a balance between those demands, such as planning for a child’s education and supporting a comfortable standard of living in retirement.
When risk increases, so can the potential for reward. You can find comfort in the long-term planning process that tests over 1,000 risk/return scenarios to see if your portfolio design and income needs are realistic. Asset allocation is used to distribute your investable assets (both inside and outside of retirement plans) among different investment categories such as stocks, bonds, and cash. This process is designed to reduce overall investment risk while providing you with the confidence that experts are watching over your investment returns.
REDW Wealth investment consulting services are customized for individuals, families, businesses, non-profits, and tribes. Our experience ranges from internal audit testing for large government agencies to creating customized investment policies for tribes. Below are some examples:
Are you just starting to think about a financial business plan or looking for consulting on employee benefits, succession planning executive compensation, or an employer-sponsored plan? We can tailor a strategy intended to help you feel confident and in control.Connect with Us Today
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of investment planning services depends on a variety of factors, including but not limited to savings and accumulation rates, asset class and sector allocations, and prevailing market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.Professional Designations