Are you looking for an advisor that believes in asset allocation with diversification* as the main defense for asset protection? We fundamentally believe in an efficient market and strive for a long-term perspective.
We offer personalized service, excellence, and dedication. Our compensation is fee-only therefore you can be assured of unbiased advice. As Investment Advisor Representatives and CERTIFIED FINANCIAL PLANNER™ practitioners, Diane & Brett operate as fiduciaries, striving to always act in your best interests.
Sustainable investing, socially responsible investing, and impact investing are things about which we know and care deeply. We keep abreast of the sustainable investment space and can recommend investment vehicles that reflect your objectives. At your request, we can help build portfolios that aim to generate long-term competitive financial returns and have a positive environmental and social impact.
Our focus is ‘you’. Your goals, your dreams and your values; all these components are parts of your portfolio. We develop individualized, customized portfolios at a comfortable level of risk to support your goals. We use a mixture of Exchange Traded Funds (ETFs) in addition to traditional managed funds. We also work with individual stock securities.
Your portfolio is modeled to:
- Control risk
- Minimize volatility
- Maximize returns
Allocations* consist of domestic, international, basic resources and materials.
To help avoid paying more tax than necessary, focus and strategic planning is a tangible step in the overall investment process for taxable portfolios.
*Diversification and asset allocation does not ensure or guarantee better performance and cannot eliminate the risk of investment loss.
At White Raven Financial we:
- Ask questions
- Review your financial situation
- Evaluate your risk tolerance
To achieve the essential information to specifically understand you.
Then we:
- Review different portfolio scenarios related to your financial situation
- Produce an Investment Policy Statement (IPS) that defines your goals and investment strategy
- Implement recommendations
To format your investment portfolio.
And we continue with:
- Monitoring
- Performance appraisals
- Re-balancing
To continue the due diligence as stewards of your portfolio.
