Investment Management

Investment Management Services
Investing is personal. What are your objectives?  What are your specific needs?  Will you have enough when you need it?  How do you deal with market volatility?  What kinds of investments should you make?  What level of risk should you assume?
 
Our investment process is designed to identify your personal needs, goals and investment style and then to build your investment portfolio and monitor and report results as described below:
 
 
Analyze and assess your current financial position including an overview of your personal financial goals and timeframe for attaining these goals.  This step includes an Investment Discovery Questionnaire designed to help us learn more about you. 
 
Determine your “risk/return” profile
 
Design your personal investment strategy and portfolio.
 
Implement your investment strategy through consolidation, sale of under-performing or non-conforming investments, and investment selection tailored to optimize your portfolio.
 
Monitor and report on your investment performance to measure results acheived against your financial goals.
 
DFG manages portfolios comprised of no-load mutual funds or load-waived mutual funds, Separately Managed Accounts (SMAs) and exchange-traded funds (ETFs).  DFG does not provide buy/sell recommendations on individual stocks but will assist clients in evaluating stock holdings in conjunction with their entire portfolio. 
 
                                           
©2010 The Daniel Financial Group. All rights reserved.