Wealth Management with Family in Mind
Modernize Management is our fee-based wealth management service where the rubber meets the road. We take the Financial Blueprint and put it into action! During this ongoing service, we:
The Modernize Portfolio Management Process
We get to know you and your family by learning your history with asset management.
Using a detailed process, we objectively determine your risk level and match it to your financial needs.
We create an asset management plan using our proprietary blend of economic, fundamental and technical analysis.
We work to achieve your desired outcomes by:
- Not being a buy and hold firm. We believe that you are best served by avoiding large declines and being ready for market growth.
- Actively managing your portfolio to protect your assets in periods of decline and capture opportunities when they occur.
Keeping you informed about the strategies and tactics we’re using to achieve your objectives through regular communication.
Why Quarterly Meetings?
We’re not a buy and hold firm because we believe that your plan and portfolio should change as your life and the market does. Regular meetings help us to: