Managing Your Investments
As independents we are not married to any investment companies and are able to utilize whichever investments we feel will benefit our clients the most. This allows us to be more nimble in our portfolio management and buy and sell when we feel the time is right, not when an investment company says we are allowed to. The larger our company has grown the more investments have become available.
We review each investment’s performance track record and we pay extra special attention to performance during down periods in the market. How did it perform in 2001, 2002, and 2008? Most importantly we want to make certain it is positioned to do well moving forward given the current market climate and what our independent research tells us.
One of our goals as a firm was to become more nimble in our portfolio management because we felt global stock and bond markets were on the verge of increased volatility. When it comes to our managed portfolios, we feel that we have achieved our objectives. That being said, some portfolios are more flexible and nimble than others, so if you would like to discuss your portfolio with us, we would be happy to help, just give us a call.
We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.C.S. Lewis
We are located at:
43409 Schoenherr Road
Sterling Heights, MI 48313
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Securities services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting, LLC. Summit Financial Consulting, LLC is not affiliated with Gradient Securities, LLC.