ASSET MANAGEMENT ROAD MAP

Macro– High level view of the market and economy. 

Asset– Identifying where money is flowing in the current environment. 

Portfolio– Daily review of all  individual holdings. 

Strategy– Develop a portfolio to map to your plan.

R

Research

We take a macro top down combined with a security bottom up approach.

E

Execution

We take a macro top down combined with a security bottom up approach.

A

Analysis

Determining which security is appropriate for each portfolio based on their benchmark and risk.

C

H

Communication

Taking pride in being proactive, you can find several ways to stay up to date and informed.

Holistic Planning

Taking a holistic approach to our wealth planning process.

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© 2018 by Econ Wealth Management

SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC