| Our
Services |
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Wealth
Management – Plan Development, Portfolio Design,
Execution, Proactive Advice
Wealth Management services are reserved for our most
distinguished clients. It involves close collaboration
with a team of advisors to develop and execute a seamless,
comprehensive wealth plan. We address Investment management,
cash flow analysis, debt management, tax strategy, insurance
coverage, income planning, small business planning,
estate planning and trust services.
A series of meetings are requested so that we can take
the time needed to truly understand your complex goals,
objectives and values and ensure that they are incorporated
into your overall wealth plan. Once the plan has been
established, you can expect ongoing, proactive advice,
and continued monitoring and updating on an annual basis.
Investment Advisory – Portfolio
Design, Execution, Proactive Advice, Fee Based
Investment Advisory clients prefer to coordinate their
own financial affairs. We serve strictly as investment
managers, and clients can have the added confidence
of knowing that strategic investment planning techniques
will be followed. In addition, the fiduciary standard
that all fee-based clients receive is adhered to on
their behalf.
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| Our
Philosophy |
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At Inventure
Wealth Management Group we recognize that the decision
to place your trust in us is not one to be taken lightly.
We strive to provide each and every client with a personalized
plan based on his or her individual goals, expectations,
risk tolerance and experience. Inventure Wealth is centered
on you, the client. We take the time to listen closely
and find out what matters most to you, allowing us to
create a comprehensive plan based on your core values.
Our clients become a member of our family, and we strive
to be your trusted advisor in all matters of critical
decision making.
Wealth management is offered as a fee-based service, as
well as commission-based depending on the needs of the
clients.
Being independent is extremely important and is one of
the instrumental reasons that we align ourselves with
an independent broker-dealer. We remain free to advise
clients on the investment vehicles that best suit their
needs, without favoring one product over another. Having
access to an independent broker-dealer brings a high level
of assurance to our clients – you’ll find
there are many levels of experienced people and valuable
resources standing behind you. |
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| Strategic
Investment Planning |
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Identify |
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Based on a
client’s present financial situation, future projections
and financial desires for the future, our firm completes
a realistic, flexible plan, which can be used as a guide
for all investment decisions. A written investment plan
is a critical first step in achieving long-term financial
goals. Investment policy statements should be reviewed
annually to ensure they continue to reflect current needs
and sentiments. |
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Evaluate |
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Preservation
of principle, a foremost concern in most clients’
minds, necessitates a strategy of portfolio diversification.
Assets should, we believe, be distributed among a number
of asset classes with varying levels of risk in an effort
to optimize each client’s financial potential. A
Department of Labor study of performance results by Retirement
Plans over a sixteen-year period has shown that asset
allocation decisions have the greatest impact on overall
long-term portfolio performance. The study revealed that
93% of portfolio performance was attributed to asset allocation,
5% to the individual selection of stocks, bonds, etc.,
and 2% to luck. |
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Select |
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Managers are
chosen on an individual basis to implement policies, which
are designed to meet client asset allocation objectives
while operating within desired risk parameters. A search
is done within each asset class universe of managers with
emphasis on diversification of style (i.e., value oriented
managers -versus- growth managers -versus- large capitalization
managers, etc.). Scatter gram charts are used to determine
which managers have performed best with least risk over
five and ten year periods. . |
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Monitor |
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Continual
monitoring of specific investment performance, asset
allocation mix, and investment style is essential to
ensure the client’s portfolio is performing as
expected given the guidelines of his investment policy
statement.
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Daily
net worth statements are available on your Wealth
Plan |
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Quarterly
meetings and Annual Reviews are provided. |
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