Computer chart of financial gains


Your money working for you 

Investment Advice

Working with you to identify your financial goals including time frames and resources and ability and willingness to live with risk. You determine the frequency of reviews.  Based upon this we determine asset allocations and appropriate products for each goal using tax advantage products when possible (Roth IRA, Traditional IRA, 401(k), 403(b), annuities, etc). We identify investments that have shown solid long-term historical performance relative to their peers after expenses looking primarily at:

  • Historical performance with a greater focus on 10 years, 15 year,s and life of the security.
  • Diversification.
  • Competitive pricing
  • Manager longevity and experience through a variety of markets.

Investment Management for Advisory Clients

For Investment Advisory clients, we also reallocate and rebalance portfolio allocations when they are outside of the targets. Recommendations are also mindful of tactical adjustments to take advantage of market and economic cycle information and fund performance. Reviews are typically quarterly or semi-annual and can also be as needed.

Past performance is not indicative of future results. There are risks involved with investing, including loss of principal and there is no assurance that funds will achieve their investment objectives. Diversification may not protect against market risk. Always refer to the product prospectus for complete information about a fund.

All Planning and Investment Advisory services are offered through Aspire Capital Advisors LLC.