Investment Planning

Asset Allocation

We believe the most important step in the investment process is determining how to allocate assets between each asset class (stocks, bonds, and cash alternatives). As your advisor, we’ll work closely with you to understand your goals and objectives, identify relevant risks, and design the appropriate portfolio.

Portfolio Design & Management

A sound investment Portfolio should consist of multiple layers of diversification designed to optimize returns while managing risk. We help our clients make informed decisions about the construction of their portfolio. Our approach takes into consideration several key factors, while utilizing a wealth of resources and data. Our main objective is to build a strong portfolio that not only suits your lifestyle, but safeguards against market volatility and unforeseen events.

Risk Analysis

Classic Financial commits significant research to the oversight of its asset under management. With over 30 years of experience, we focus vigorously on investment risk analysis to assure that desired levels of diversification are maintained. As markets change, we constantly make adjustments when more compelling investment opportunities present themselves. We continually evaluate both quantitative and qualitative data, to ensure our performance criteria has the utmost accuracy for each client.

Tax Management

It’s not just the money you earn that matters, rather what you keep. If left unchecked, taxes can reduce your after-tax return by over 50%. Our investment planning process includes techniques such as tax harvesting, which is designed to help you keep more of what you earn. We focus on tax management to help mitigate tax implications within your portfolio, which in turn can help boost after-tax returns and the overall market value of your portfolio.

*Classic Financial does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.

Project Overviews

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Step by Step Projects

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