Custom Investment Plan for You

At HG Wealth Management we make every effort to know you better when planning for your investments. This connection helps us tailor a custom investment plan just for you – no pre-packaged investment plans. Your custom investment plan is based on your particular time horizon and comfort with risk. Most recommendations involve a combination of exchange-traded funds (ETFs) and institutional mutual funds. We also emphasize expense reduction and overall efficiency.

Typically, our investment management services provide the following:

• Goal-Oriented Investment Policy Statement
• Broad Diversification and Risk Management
• Combination of Passive and Active Strategies
• Strategic Allocation and Tactical Shifts
• Tax Efficiency

We carefully monitor the return and the risk of each of the investments in your portfolio. As necessary, we may recommend rebalancing or repositioning of your assets. We also keep you fully informed with quarterly performance reports and updates any time volatile markets may require.

Each step of our process enhances our understanding of your investment philosophy and financial needs.