|
We work to keep our clients' financial dreams on target by providing them with sound financial advice and managing their investment portfolios, constantly striving to take the least risk necessary to achieve their financial goals. Our investment management process includes the following: 
Get to Know You Then Choose An Allocation: We believe that concentrated portfolios, either in individual stocks, sectors, or with specific managers, are risky and inappropriate for our clients. Multi-asset-class and multi-manager portfolios are more appropriate.
Custom Portfolios are designed for more than the pursuit of just returns. We work to determine an appropriate level of risk, based on your financial goals, needs, and personal risk tolerance.
Research From The Top Down: We believe that asset allocation is the primary determinant of long-term portfolio performance. With an emphasis on asset allocation, Krasney Financial knows the importance of building a custom portfolio with the correct mix of traditional asset classes such as stock, bonds, and cash, along with non-traditional asset classes such as commodities, real estate, international bonds, and alternative assets.
Portfolio Construction: Krasney Financial believes that in general, financial markets are efficient and priced appropriately. Extreme fear and greed, however, can cause asset prices to move far above or below long-term valuations, creating an opportunity for Krasney Financial to tactically adjust the portfolio.
Monitor And Maintain: Staying in touch with clients is critical to managing their portfolios. As clients' lives change, their goals and priorities can change. Consistent communication allows us to make adjustments to your investment strategy as necessary.
We maintain regular contact with our clients, who are welcome to call our office anytime. And during regular business hours, you will
always speak with a person, not a machine.
|