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Investment Management

A thoughtful, objective approach to portfolio management

At IDA, our investment approach rests on four key ideas:

Markets Work

Capital markets do a good job of fairly pricing all available information and investor expectations about publicly traded securities.

Diversification is Key

Comprehensive, global asset allocation can neutralize the risks specific to individual securities.

Risk and Return are Related

The compensation for taking on increased levels of risk is the potential to earn greater returns.

Portfolio Structure Explains Performance

The asset classes that comprise a portfolio, and the risk levels of those asset classes, are responsible for most of the variability of portfolio returns.

With our clients specific and individual objectives in mind, we create a strategy designed to take the least amount of risk while achieving the stated goals and objectives.

Investment Management

PHILOSOPHY + INVESTMENT CONSIDERATIONS =

E

Disciplined Investing | Behavioral Coaching

E

Select Core Allocation

E

Optimize Allocation with Alternatives

E

Tax-Loss Harvesting

E

Tolerance Band Re-Balancing™

E

Tax-Sensitive Asset Allocation

Strategy Allocations Flyer

To schedule a time to discuss your financial future, send us a note, or call us at (888) 401-2083 today!

INVESTMENT MANAGEMENT

Our goal is to help clients Pursue Better™ and enjoy the best experience possible. Our investment management consulting services are holistic and comprehensive and follow a disciplined approach, shaped by decades of research, to determine the most efficient investment policy.

We believe that security prices reflect all publicly available information as intense competition among market participants drives prices toward fair value. Our comprehensive approach includes implementing an asset allocation strategy, managing your investments for the long-term, and taking advantage of proper tax strategies.

OUR WEALTH PLANNING PROCESS

PROCESS DRIVES OUTCOMES. WE HAVE A CLEAR ONE, AND WE ADHERE TO IT.

Be Understood

– What’s important to you and us

Be Informed

– Know what’s real, what’s right, what’s noise

Be Strategic

– A detailed plan and discipline for your life and wealth

Get It Implemented

– Coordinate goals, tactics, professionals, and actions

Track Success. Recalibrate.

– Know when you’re on track. Recalibrate if not.

Stay Focused

– Constant reflection on what’s important, why it’s important, and how to achieve it