Investment Management

Are Your Investments Helping You Meet Your Goals?

Whether your portfolio represents a significant portion of your overall net worth or you are just getting started, you should have a sound strategy in place that ensures every investment choice has a purpose.

Portfolios often become an accumulation of various investments, acquired at different times, with no realization of how they continue to fit into the comprehensive plan. When customizing your personal investment strategy, we consider your short- and long-term goals, values, time horizon for needing funds, tolerance for risk, and other holdings. And we adjust your strategy as your circumstances and goals change.

At Access Wealth, we are committed to helping you invest wisely to help you achieve a life well lived.

At Access Wealth, we have been helping clients make prudent investment decisions since 1987.

Our seasoned investment advisors have guided clients through steep and turbulent market declines, as well as long and prosperous stock market booms. We follow a proven process of asset allocation that allows different types of investors to achieve their growth and income goals.

How we approach investment management.

  • Identify and Document Goals and Objectives
  • Discuss Time Horizon
  • Determine Risk Tolerance
  • Select Asset Allocation Model
  • Provide Ongoing Monitoring
  • Rebalance Portfolio,
    as Needed

Good communication plays an important role.

Life is fluid. Economic conditions shift, and personal goals and objectives may change. That is why we encourage continual communication throughout the years. The more we know about your personal and financial life, the more we can help you stay on track to meet your goals.

Quarterly investment performance reports keep you informed about your progress; and for those who want their most up-to-date balances on demand, we provide 24/7 access through a secure online portal with our custodian, Charles Schwab.

Throughout the year, we monitor key components and metrics in every portfolio, and rebalance and re-optimize, as appropriate. In addition, the advisory team is always easily accessible by phone or email to answer any questions you may have in between scheduled meetings.

Proper asset allocation withstands the test of time.

The stock market fluctuates; so, naturally investment portfolios will too. The key to thriving despite the fluctuations is proper allocation. Taking into consideration your risk tolerance and other factors, we recommend models that provide a balanced level of risk and reward. We are careful to stick to our approach, not reacting emotionally to any swing in the market, and always educating our clients on the most prudent course of action.

Many a calm river begins as a turbulent waterfall, yet none hurtles and foams all the way to the sea.

- Mikhail Lermontov

Access Wealth is an independent, fee-based Registered Investment Advisor.

As such, we act as your fiduciary, a position which represents the highest standard of client care in the financial services industry, and one which obligates us to put your interests ahead of our own. We take measures to minimize conflicts of interest and encourage advisors to invest in long-term relationships with clients based on trust and continued client satisfaction.

If you are seeking a strategic approach to investing, one that will help you achieve your financial and personal goals, call us today. We look forward to meeting you and exploring how we can help you plan for a life well lived.

All investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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