Broker Check

Investment Management


Our Investment Philosophy

Investment management is a process, not a transaction. No one plan or strategy is right for every client because every client has his or her own unique goals, aspirations, and financial circumstances. Therefore, it is our belief that investment management is just as much about finding solutions to a client’s needs as it is about conducting investment research or monitoring the financial markets.


At Planned Solutions, we break investment management down into a three-step process.


Step 1: Develop a plan.  At this stage, we help our clients develop an investment plan that takes into account their overall financial situation as well as their individual goals and aspirations. 


Step 2: Select investment strategies.  Through consultations with the client, we determine the investment strategies that fit their plan and personality.


Step 3: Ongoing monitoring and communication.  We regularly monitor the financial markets, review and update the client’s plan, and meet to communicate the client’s progress and discuss any changes that may need to be made.