It’s not just a question of whether an investment is good, it’s a question of whether it’s right for you.
Our holistic approach considers how investments fit into all areas of your finances throughout your different life stages. Our goal is to get a sense of how you approach investing, the investment stage you currently see yourself in, your tolerance for risk, and your goals, and objectives. Your Financial Advisor, Asset Management Specialist and Tax Specialist work in collaboration to recommend investment strategies that are in line with your desired outcomes.
If you think of investments like tools, then you can start to think about how you might use these tools to build wealth and a secure retirement. When building or renovating that dream home, the tools and material you use can have a dramatic impact on the overall outcome. Whether you’re building your first home, your dream home, or renovating, following a blueprint and the quality of tools and material certainly matter. We provide our clients with a unique investment lineup that in certain cases aren’t easily accessible and overlay that with a portfolio construction process that is designed to help stay the course. The result becomes building a custom home, versus a prefabricated home, using high quality tools and material.
Hantz Group’s investment selection is a detailed process done by our Asset Management Team and Due Diligence Committee. With ongoing oversight, they monitor our investments making sure they perform to our established expectations.
The holistic approach is a multi-dimensional approach that allows our clients more ways to win.