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Investment ManagementIn regards to wealth management, it is vital to trust your finances to an objective adviser with the proper professional credentials. Ideally, you want a financial advisor who will invest your portfolio conservatively so you can live the lifestyle you desire without worrying about money. At Picket Fence Financial, our investment management goals focus on earning you a consistent return that allows you to sleep sound at night. We do this by determining how much income you need and how much fluctuation you can handle in your portfolio - also known as your risk tolerance. From there, you get a diversified portfolio tailored to your needs. And since we are fee-only, you can rest assured our investment management recommendations are in your best interests and not motivated by commissions. Without getting into too much investing jargon, we believe the markets are efficient; meaning, individuals cannot consistently outperform the market. It is hard for many investors to accept that the market will out-perform them, but it is true. Mountains of academic research support this theory. In fact, several people have won the Nobel Prize for their research on this topic. These Nobel Laureate economists discovered the keys to investment management success are diversification, low trading costs and reduced taxes, not market timing or stock picking. We build your portfolio using these principles. Plus, we make wealth management easy and simplify your life by providing one easy-to-read report showing you exactly how much you have earned after fees and expenses.
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