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We have a proven track record of satisfying clients by helping them to understand and navigate through the complexities of Financial Planning. This is accomplished through simplified written financial advice. Our client relationships have on average a 17 year tenure with our firm and we maintain the highest level in client satisfaction.

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Personalized Investment Portfolio Management

We – Construct – Develop – Model Investment Portfolios – Through the Utilization of “Modern Portfolio Theory” Which was based on Noble Prize Winning Economist Harvey Markowitz in-depth 100 year historical economic research.

Expansion of a seminal article: The book expands on Markowitz’s 1952 article, “Portfolio Selection,” published in The Journal of Finance. This work laid the groundwork for Modern Portfolio Theory (MPT) by applying rigorous mathematics to the problem of choosing a combination of investments.
Core concept: The book’s central thesis is that investors should consider both the expected return and the variability of a portfolio as a whole. It provides the mathematical framework for building an “efficient portfolio”—a combination of assets that offers the highest possible expected return for a given level of risk.
Diversification and correlation: Markowitz’s book moves beyond the traditional idea of simply buying “good stocks.” He argues that the key to managing risk is to select assets with low or negative correlations, meaning their prices do not move in lockstep with each other. By combining these assets, an investor can significantly reduce overall portfolio volatility.
Legacy: The work is considered a classic in modern financial theory and became an essential reference for individuals and financial institutions seeking to select optimal portfolios. His groundbreaking research, detailed in this book, earned him the Nobel Memorial Prize in Economic Sciences in 1990.

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Example-Asset Allocation

40% Fixed Accts./Bonds

% Cash
% Fixed Accts.
% U.S. Govt. Bonds
% High Grade Corp Bonds

60% Equity / Stock

% Large Cap. Stock
% Mid Cap. Stock
% Small Cap. Stock
% Intl. Stk
% Sector Fd, Gold, Silver, Real-Estate (REITS)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA /SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly indented for individuals residing in the states of (AL, AZ, CA, CO, FL, GA, IL, IN, IO, MI, MD, MN, MS, MT, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV). No offers may be made or accepted from any resident outside the specific states referenced.

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