Investment Management
Whatever your financial destination, a solid investment program can help you work toward your goals.
The foundation of our investment management is threefold:
- Meet income needs over time
- Ensure portfolio risk is consistent with your comfort level and time horizon
- Optimize portfolio allocation through various market cycles
The Value of Asset Allocation
Hastie Financial Group leverages Commonwealth's Preferred Portfolio Services®. This program allows investors to take advantage of strategic/tactical asset allocation, a time-tested approach to constructing investment portfolios. Our process encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments and making portfolio adjustments as circumstances dictate. Although asset allocation does not ensure profit or protect against loss, asset allocation allows your portfolio to participate in a variety of market sectors, while managing volatility.
Strategic/Tactical Asset Management: A Comprehensive Methodology
PPS Custom leverages an extensive consultative process that focuses on understanding and meeting your needs. This goal-oriented process follows a comprehensive, four-step approach:
Step 1: Define your Goals and Objectives
Step 2: Determine your Investment Strategy
Step 3: Build your Portfolio
Step 4: Manage and Monitor your Portfolio
Once your investments are in place, the process of monitoring and managing your portfolio begins. This includes active, ongoing portfolio reviews; periodic re-evaluation of your investment strategy and risk tolerance; rebalancing; and consolidated quarterly performance reporting.
As your life circumstances change, so should your investment strategy. We look forward to working through that process with you.
