Broker Check

Investment Management

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Your Investment Management Guide</span>

Your Investment Management Guide

Financial planning for individuals must include wealth management. Wealth management is not just important for retirement planning, although that’s a part of it. When you work with our financial advisors in Richmond, VA, we use an investment process that includes selecting the appropriate funds for you and optimizing your portfolio to maximize your earning potential. 

We can help you pursue your personal savings goals while taking your current personal finances into consideration throughout our comprehensive financial planning process. Our experienced team of financial planners will make sure you understand the benefits of each investment vehicle we recommend for your personal situation. We also offer financial planning for businesses.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Selecting Appropriate Investment Plans &#38; Funds</span>

Selecting Appropriate Investment Plans & Funds

An important aspect of investment management is selecting the plans and funds that are right for you. Our financial advisors implement tax-conscious strategies to maximize your investment returns. This includes using tax-deferred investment accounts and making financial decisions with the tax consequences in mind. This can include tax loss harvesting or converting assets to avoid capital gains taxes, because taxes reduce your net returns.

We can manage your investment portfolios for your 401(k), IRAs, Roth Accounts, and traditional investment accounts. But we can also help you invest in opportunities beyond traditional stocks and bonds, including commodities, real estate, and alternative investments. Our goal is to help you reach your financial objectives using the strategies that work for your financial situation.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Optimizing Your Investment Portfolio</span>

Optimizing Your Investment Portfolio

Setting up the right investment portfolio is the first step. We also monitor and rebalance your portfolio based on market conditions. And if your investment goals, timelines, or risk tolerance changes, we will update our investment strategy for you. For example, as you get closer to retirement, we may adjust your investment holdings to protect the wealth you’ve built or choose investments that pay dividends for cash flow.

We collaborate with leading investment research providers to stay on top of current market trends and opportunities. This allows us to provide you with the best possible investment management services to keep you on track to reach your financial goals within your timeline.

Our Investment Process

Our disciplined and independent investment process focuses on your individual objectives. We prioritize communicating with you about portfolio updates and events that move the market. We pride ourselves on keeping you informed. When you work with us, you’ll also have direct access to our investment decision makers and investment committee members.

FAQs about Investment Management

What Is Tax-Efficient Investing?

Tax-efficient investing means making investment decisions while considering the tax implications. It includes using tax-deferred investment accounts, being strategic about capital gains taxes, and utilizing tax loss harvesting and other strategies to reduce your tax burden and increase your net income. 

What Is Socially Responsible Investing?

When you invest your money, you have control over where the money goes. Socially responsible investing is purchasing stocks from companies that make a positive social impact. This doesn’t mean you have to forget about profitability, but socially responsible investing allows you to choose profits while making a difference. 

What Are the Benefits of Working with an Investment Manager?

When you work with our investment managers, you can benefit from our knowledge and experience. There are so many investment options that it can be extremely difficult to figure out what works best for your situation. Personalized advice and ongoing help with managing your portfolio are invaluable. 

Why Would I Need Wealth Management?

There are different reasons for hiring us to help you with wealth management. You may need help preparing for retirement, planning your estate, with your overall financial planning, or minimizing your tax burden. Typically, you also don’t have the time or knowledge to manage your own portfolio, and we’re here to act as your advisors and sounding board.

Schedule a Consultation Today

Are you ready to review your investment strategy and plan for your future? Our team is ready to help you with all your investment management needs. We use a personalized approach to wealth management, keeping you informed every step of the way while constantly working toward your goals. Call our team at Juno Financial Group and schedule a consultation with us.

For more information about our firm and the services we offer, send us a quick email or call the office. We would appreciate the opportunity to speak with you.