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How the Individual Managed Asset Program Works
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Hanson McClain believes that asset management should be a team approach. Our internal Investment Committee consists of experienced Financial Advisors. Review the Advisor credentials and you will see an extensive list of the financial planning designations, including some of the highest attainable in our industry. The formal decision-making process is designed to eliminate the potential for individually skewed assumptions and provide the benefit of a synthesis of expert perspectives. The team approach, as opposed to the solo broker model, is a substantial client advantage.
Quantitative vs. Qualitative Metrics
Hanson McClain bases our asset management methodology on both quantitative as well as qualitative metrics to identify investment tools for a well-balanced portfolio. Our quantitative analysis includes a series of statistical parameters that our advisory team uses when selecting the investment tools that best suit our clients’ objectives. We also incorporate several qualitative factors that include whether or not the manager’s strategy aligns with what Hanson McClain believes will add value to our portfolios. Returns are an important consideration, but many investors disregard risk, especially in a good market.
Strategic Portfolio Reviews
An investment portfolio is not a static entity. In order to continue to maximize returns on our clients’ investments, it is essential we maintain continuous relationships with clients so we may perform critical portfolio rebalancing. We schedule a periodic review of goals, assessment of risk tolerance and analysis of current portfolio allocations, communicated routinely with our clients.
We invite you to call us today to schedule a complimentary consultation.
If you have any questions regarding our asset management philosophy or want to schedule a consultation, please complete our web form or contact us by telephone at (888) 979-4077.
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