Investment Management
Watching your investments grow and seeing financial goals come closer to reality is incredibly rewarding. Allow us to help you worry a little less about your money so you can focus more on what you love.
Managing money doesn't need to be daunting or intimidating.
How do you choose the appropriate mix of investments for your portfolio? Should you actively manage your investments, or should you be more of a buy and hold type of investor? Additionally, how much risk should you take?
At Transcend Wealth, our goal is to help you reach your financial goals with the least amount of risk, while keeping costs as low as possible. By discussing your goals and circumstances, and determining your appetite for risk, we can then select the appropriate investment mix – using a diversified portfolio of low cost investments – that will assist you in reaching your financial goals.
Managing investments does not have to be a daunting or intimidating task. It also doesn’t have to be expensive. Reach out to us to see how we can help you safely reach your goals.
A simple yet sophisticated approach.
-
Spread your riskDiversify your portfolio using multiple asset classes.
-
Stay the courseDon't try to outguess the markets. Hold your investments for a long-period of time to capture the return of the market.
-
Periodically rebalanceMake minor adjustments to maintain the portfolios diversification and risk characteristics.
"We approach investing with a long-term view for one simple reason: It's the only way you can be sure that you'll capture the profits produced by the financial markets. You need to be invested all the time."
Dennis Coon, Founder