Multi-Sector Diversification Reduces Risk & Creates Reliable Income
If you are tired of volatility caused by automated trading systems and global events, have a feeling of helplessness that your investments are at risk, it’s time to get back to investing in the real economy–multi-sector diversification that includes traditional equity and fixed income instruments, as well as investments in tangible assets like commercial and residential real estate, natural resources like minerals, oil/gas and timber, private businesses, equipment leasing, note and loan programs, and a host of other alternative investment vehicles.
Alternative investments can play an important and central role in your portfolio in our increasingly complex global financial world. These investment vehicles can bring reduced portfolio volatility and risk, increased diversification, and lead to more stable and reliable long term income with portfolio growth.
Financial Market Volatility is Scary
In the global economy, financial markets move at the speed of light. Globalization, 24×7 electronic trading platforms, and insider information all create volatility that has never been seen before. Average investors are unable to stay current and make effective decisions.
Do you have any of these concerns?
- Anxiously watching your portfolio on a daily basis?
- Feeling not in control of your financial future?
- Wanting a more balanced portfolio beyond stocks, bonds, and mutual funds?
- Nearing retirement and nervous about your financial future?
- Concerned that after an eight year run up, the stock market is facing a serious correction?
- Concerned your investing time horizon is not long enough to make up the losses of a market correction?
Our Commitment to You
We believe in the power and safety of true diversification in its broadest sense. We will help you construct and manage an investment portfolio based on what your life and financial goals are, and that will provide reliable income, portfolio growth, and smooth inter-generational wealth transfer. We will be with you the entire way, your strategic partner to ensure your objectives are met and your lifestyle achieved.
A True Partner for your Financial Future
We believe strongly that this is your life and future at stake. We want you to be an equal partner in the process, educated, up to speed–an active participant in the decisions regarding the portfolio that will meet your financial and lifestyle plan.
With a full range of investment options at our disposal, we will work side-by-side with you to:
- Create a tailored financial plan to meet your future lifestyle needs
- Construct a portfolio that appropriately balances regular income, portfolio growth, tax mitigation, and liquidity
- Reduce risk and manage the impact of market volatility on your portfolio and financial plan
If you have a minimum of $250,000 in investible assets,
Contact Us Today At
for a no obligation consultation to learn more about how we can work with you
to ensure your financial future.
Our Approach to Investing
Diversified Wealth Management offers investors a simple way to achieve greater portfolio diversification while taking advantage of market inefficiency. We work with portfolios to ensure they have true diversification, have non-correlated investment assets, and have mitigated risk through proper investment planning. We believe a truly diversified portfolio consists of at least 15 completely different investments that have very little positive correlation to each other that strive to produce dividends, or income.
Layers of Truly Diversification
One of the ways to achieve true diversification in a portfolio is through Alternative Investments which have the potential to help reduce your overall portfolio risk. Alternative Investments do not trade on the financial markets, so there is usually very little correlation between their performance and the performance of the stock or bond markets.
Mitigate the Risk with a Focused, Tailored Financial Plan
Target areas are defined by differences in their expected response to economic conditions, such as price inflation or changes in interest rates, which are then weighted throughout the portfolio by considering risk-adjusted returns and correlations. Diversification does not guarantee a profit nor does it protect against loss.
These target areas are subject to change based on client risk tolerance and intended goals. Many leading institutions, such as endowments funds, use this very same approach. Given the client risk tolerance and intended goal, the portfolio is carefully distributed across multiple categories with respect to the historical correlation between each target area.
Learn more about how we can work with you
to ensure your financial future.
Uncommon Financial Advisors
While our clients are unique, they all have one thing in common – they want unbiased investment advice from experienced professionals. They look to Diversified Wealth Management to help them achieve greater diversification, possible enhanced income and a reduction in day-to-day stock market volatility. Our view of wealth management reflects an ongoing process and a lifelong relationship that signifies genuine commitment to help you achieve your goals, stay abreast of changes in your life, and provide you with expert analysis, information, advice, and recommendations. Based in Newcastle, and serving the communities of Auburn, Grass Valley, Nevada City, Roseville, Rocklin, Granite Bay, Folsom, El Dorado Hills, Sacramento, South Sacramento, North Sacramento, Mid Town Sacramento, West Sacramento, Rancho Cordova, Carmichael, and Citrus Heights, we invite anyone with $250,000 of investable assets to contact us to visit our office for a free consultation.