Skip to content

Investment Management & Goal Planning

Balancing The Need For Safety and Performance In Line With Your Personal Objectives and Situation

We believe that an optimal investment strategy is imperative for any financial plan. History has proven that interest-generating investments such as cash and bonds have relative stability of principal. However, they provide little opportunity for long-term growth due to their susceptibility to interest rates and inflation. On the other hand, equity investments have clearly enjoyed significantly higher expected returns historically but are vulnerable to more severe volatility risk in the markets.

A Balanced Approach

To balance the need for safety and performance, we use several investment platforms to bridge the gap between traditional and alternative investment strategies. They allow us to identify and design the best investment strategy for your situation, as well as address questions such as:

  • Am I taking too much or too little risk with my investments?
  • Are my assets divided into different buckets to address different goals and different time horizons?
  • Are my investments generating unnecessary taxes?
  • Are my accounts being rebalanced so I stay within my risk parameters?

How your personal portfolio is structured depends on a number of variables that we incorporate into your customized design. These include your current stage in the financial life cycle, risk tolerance, and investment time horizons. In this way, we are able to manage your money with an equal emphasis on risk management and investment performance.

Who is it for?

Clients who have:

  • A desire to receive professional knowledge, expertise, and support to align investment strategy with financial goals.
  • A willingness to partner with an experienced advisor to design, implement, and manage an investment strategy.
  • A need for professional management in order to accomplish investment objectives and achieve predictable investment results.

Services:

As an investment client, you will receive ongoing investment management guidance and service.

Fees:

You will receive an Investment Fee Schedule based on the agreed-upon solution.

Glencoe

1721 10th Street East
Glencoe, MN 55336

(320) 864-6166
(320) 864-5884
Mon-Thu: 8:30 AM–4:30 PM
Arlington

105 West Main Street
ArlingtonMN 55307

(507) 964-5868
(507) 964-5666

Mon-Thu: 8:30 AM–4:30 PM

Norwood

214 West Elm Street,
PO Box 664
Norwood, MN 55368

(952) 467-2407
(952) 467-2647

Mon-Thu: 8:30 AM–4:30 PM

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 SLS Certified Public Accountants is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.  Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ©2023 SLS // All Rights Reserved. // Check out our Advisors on FINRA Broker Check. Customer Relationship Summary Form