Investment Portfolio Creation

Many investors can take an emotional approach to investing – making decisions based on gut feelings, current markets or the latest fad. As a result, they tend to buy and sell too frequently, leading them farther away from their dreams.

Our team starts with an analysis of your risk tolerance, time horizon and objectives for the money you wish to invest. Once your risk profile is established, it allows us to choose from an array of investment options to build the optimal portfolio for your needs – one that will help you earn the long-term rate of return you need to reach your goals, at a risk level you are comfortable with.

This system we follow also ensures your portfolio stays on track. Our clients take comfort knowing we are continuously monitoring portfolio performance. Through regular reviews, we will make the necessary adjustments to your portfolio to ensure it continues to meet your needs.

  The Terzis Financial Group’s Core Investment Strategies

Wealth creates uncommon challenges and uncommon opportunities. Our experience enables us to help you understand those challenges and take advantage of those opportunities.

Markets rise and fall, portfolios fluctuate, tax and estate laws are revised and repealed. The parameters of wealth will change. As the result of inheritance, marriage, retirement, birth and death, so will your circumstances. Though your plans framework remains intact, our commitment is to anticipate the impact of any changes in your life and act accordingly.

Managing wealth is our business, but you need a partner to see you through those changes that can help you anticipate and create a plan. That’s why it’s our business to understand your goals, so we can use our experience and expertise to help you reach them today and for generations to come.

With Wealth Comes Many Rewards and Also Many Challenges
A comprehensive wealth management plan provides guidance and expertise to address such key issues as how to preserve and grow your assets so as to live comfortably. A good wealth management plan should also help create and implement solutions so you can pass wealth to future generations while minimizing the tax impact.

There are many challenges to creating, protecting and preserving wealth. We help turn those challenges of wealth into rewards by creating a comprehensive wealth management plan that could include some or all of the following challenges:

    Business succession planning
    Gifting to fund a child’s education
    Charitable giving
    Protecting yourself from incapacity

    

    The foundation of an Estate Plan
    Planning for retirement
    Custom investment portfolios
    Tax efficient strategies