Goal-Centered Investment Management
Building portfolios that balance return with a level of risk that won’t keep you up at night.
Diversified Portfolios. Insightful Guidance.
Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets. Rather than go it alone, many people want someone to do it for them or with them.
Flint Meadow Financial can be your someone—whether you want a wealth management advisor who manages every aspect of your portfolio, collaborates and coordinates with your existing advisory team, or simply serves as a sounding board for your decisions.
We provide objective investment solutions that encompass your complete financial landscape:
- Financial goals, needs and priorities
- Risk profile, time horizon and liquidity constraints
- Charitable, legal entity and tax considerations
And we believe in full transparency. You’ll always know what we’re doing at each stage of the process and why.
Can I Improve My Portfolio?
Putting Your Money to Work for You
Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Step 1
Objective Setting
At Flint Meadow Financial, conversations drive recommendations, not the other way around. We want to know you as a person and as an investor. Understanding your passions, concerns, and needs for today, and plans for the future is the cornerstone of designing your investment strategy.
Step 2
Creating Your Investment Policy Statement (IPS)
Based on our conversations, we’ll draft your personal Investment Policy Statement. Think of it as a road map for your investment decisions. It outlines the purpose of the funds, planning considerations, your target asset allocation profile, and any investment restrictions or preferences. For example, your IPS might contain a provision about your desire to invest in socially responsible companies.
Step 3:
Constructing Your Personalized Portfolio
Using your IPS as our guide, we evaluate different active and passive solutions and select the investment managers that offer the most potential return for your desired level of risk. Where appropriate, we also identify alternative and private investment opportunities.
Step 4:
Managing Your Portfolio
Shifting goals. Extreme market volatility. Inconsistent Investment manager performance. All have the potential to throw your portfolio off track. We monitor and benchmark your investments, meet with you regularly, and recommend adjustments as needed to help ensure this doesn’t happen.
You don’t want to ride the ups and downs of the day.
You want a sustainable future based on smart investment strategies.
Investments that Complement Other Aspects of Your Wealth
Investments don’t exist in a vacuum. They are an integral part of your comprehensive wealth management strategy. Your portfolio’s performance directly impacts your ability to achieve your goals. Harvesting investment losses helps reduce your tax obligations. Your risk management and estate plans influence the titling of your portfolio.
Our investment advisors understand these connections and collaborate closely with our in-house tax and planning specialists to preserve, grow and protect your wealth.
Your big picture is made up of the smallest details. We look at both.