At Hippocratic Financial Advisors, we believe that an optimal investment strategy is imperative for any financial plan. Modern Portfolio Theory is a highly disciplined, time-tested process that includes a customized Investment Policy Statement designed to identify the best investment strategy for your situation and answer questions such as:
- Am I taking too much or too little risk with my investments?
- Are my assets divided into different buckets to address different goals and different time horizons?
- Are my investments generating unnecessary taxes?
- Are my accounts being rebalanced so I stay within my risk parameters
How your personal portfolio is structured depends on a number of variables that we incorporate into your customized portfolio. These variables include your current stage in the financial life cycle, your risk tolerance, tax situation and investment time horizons. In this way, we are able to manage your money with an equal emphasis on risk management and investment performance.