Importance of Process
Our Investment Approach
At Future Wealth, our investment process is based on three key goals – Growth, Income and Protection of Capital.
Adhering to a disciplined methodology and operating under the belief that time in the market is more important than timing the market, we take a top down approach to investing. A top-down approach begins with analyzing the broader economy and global markets and focusing on factors such as gross domestic product, interest rates, inflation, commodity prices, exchange rates and market trends to help identify specific regions, sectors and industries. Once sectors and industries are narrowed down, research and analysis is employed to identify individual Exchange Traded Funds (ETF) and companies for investment within these sectors and industries.
The next step is mapping these investment choices with your investment goals. We create a blueprint that is based on your needs, goals and risk tolerance and construct a portfolio that provides a framework for your investment goals. Once implemented, we begin constant monitoring of your portfolio in the light of changes in economic and market conditions.
In taking a blended approach – passive management style through adoption of ETFs for the majority of your portfolio and active management style in identifying undervalued company stocks that offer higher growth opportunities, we are able to construct a repeatable process that aligns with your needs, goals and risk tolerance.
Through regular quarterly discussion with your advisor, monthly performance report and weekly newsletters via email highlighting our approach to current market happenings, Future Wealth keeps you up to date on the performance of your portfolio and your advisors’ strategy.
When it comes to financial planners, there a ton of them and they uniformly charge a lot and rarely responded to my inquiries. But, Jay at Future Wealth LLC is always available, sends monthly reports on the performance of my investments and charges way less than the other large institutions.Swaminath R. | Verona, Wisconsin