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Our Investment Philosophy

Our clients have a working knowledge of investments and are willing to invest rather than “trade”. Our clients look to us to manage the day-to-day investments, following the plan that we set together. At Secure Planning Strategies, we’ll work with your existing assets and build around them, offering flexible plans that simplify administration, tracking and tax reporting.

Our Investment Framework:

  • Asset Allocation & Diversified Management Style 
    • While proper allocation of assets are a fundamental requirement in building portfolios, a combination of active and passive management styles helps provide growth for the long term as well as capital preservation. We concentrate on the process and selection of various categories of investments…not just on products. Professionally managed portfolios are automatically re-balanced to reduce volatility with market fluctuations.
  • Risk Tolerance
    • Risk comes in different forms such as market risk, capital risk, interest rate risk and inflation risk. We help design a diverse portfolio that can minimizes risks and preserve as well as enhance the value of your investments. Many investors make poor investment decisions during market volatility and struggle to keep emotions out of their investments. Having proper risk management tools and ongoing education to provide our clients all the necessary information needed to minimize overall risk.
  • Tax Consideration 
    • Our tax-efficient investment strategies are designed to maximize growth potential and lower taxes with focus on the after-tax rate of return. Our managed portfolios use stocks, bonds, mutual funds, exchange traded funds and other liquid/non-liquid investments. You will also receive on-going education and accessible service to help manage expectations over market fluctuation.
  • Index Investing is not always the right solution 
    • Our portfolios are customized to suit our client’s unique situations. Just like a snowflake, no two investors can be exactly alike. Your aversion to risk, growth / losses and other personal situations we acknowledge to find the right investment strategies that are suitable for you. We believe indexing has merits but is not a solution for everyone. Our customized plans use third-party managers in addition to indexing are well suited for our client’s unique situations.