When you seek to remove speculation, you begin investing on your terms, with a clear strategy targeted towards your goals. This is our philosophy. We focus on aiding our clients to execute a goal-based investment portfolio, paying close attention to risk management. We define retirement strategies best suited for our clients, and maintain financial clarity through an ongoing client-advisor relationship. As our client, you will be connected to a network of professionals all with a common goal: helping you.
Investing confidently and acting strategically can influence your investment growth, distribution, and preservation. Our clients participate in market trading without risk. In doing this, they also build a personalized strategy, maintain/adapt to different stages of individual, and family life-cycles, and balance tax strategies aimed toward growth and risk mitigation.
We take a conversational approach to learn about your personal priorities, career, family, life events, and your thoughts and expectations regarding wealth advice. This allows us to create a picture of what “good performance” looks like to you.
Beginning with a broad strategic plan for your wealth, we help bring clarity to major priorities like when you can retire, and how much you can spend. This plan forms the basis of all our recommendations going forward, and provides context for the performance goals we’ve set.
We use a comprehensive risk assessment tool* to help match your tolerance for risk with the appropriate investment strategies. This tool is based on a mathematical process, and we seek to conform your portfolio to your risk and growth parameters with a high degree of accuracy.
The last major factor in meeting your performance goals is efficiency. We assess the tax implications of your investment strategy and strategic plan in order to identify opportunities in seeking to improve efficiency. We perform reassessments each time your portfolio is rebalanced, or your plans are updated.
Once we present recommendations, we initiate an active plan and portfolio management process. We monitor your overall performance, working towards your growth, preservation, and distribution goals, so that you can stay on track to personal priorities like retirement.
While your plan and portfolio are active, we provide consistent updates and communication. As needed, we introduce additional strategies, such as detailed financial plans or consultations with your other advisors, such as accountants and attorneys.
IMPORTANT: The projections or other information generated by Nitrogen regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen is a member of LPL’s vendor affinity program and is in no way affiliated with LPL.
