Investment Planning

Investment Planning

If youíre like most people, youíve struggled to feel good about your investments. Itís not been easy to decide when to buy and when to sell or when to change courses and when to sit still. Sorting through what to invest in has its own set of challenges but figuring out how to take distributions to fund an education, provide for a large purchase, or begin retirement income might be the most difficult part of all. For most, it feels more like random luck than a thoughtful plan.
If that resonates with you, youíre in good company. Researchers have shown that our emotions actually drive our investing more than most of us would like to admit Ė pushing us to buy and sell at inopportune times. Without a coherent and thoughtful plan, most investors garner inferior rates of return and experience increased psychological angst.
We have a solution for that. At Avant Tax Inc, your investment activities are driven by a carefully considered strategy, which is linked to your personal financial plan. This integrated approach enables us to guide you so that you can confidently make decisions on:

  • Asset allocation: what should be in your overall portfolio?
  • Types of accounts: where should you position these resources to mitigate tax effects?
  • Trading decisions: what should you sell for a distribution and when should you rebalance?
  • When it comes to managing your wealth, we take a holistic approach. By considering every aspect of your financial condition, we employ customized investment management strategies designed to match your goals, time horizon, and risk tolerance and meet your expectations.
    Our investment portfolios are designed to address:
  • Emergency funding
  • Cash flow required to support your lifestyle
  • Investments needed to meet short- and long-term goals
  • Assets that are designated to transfer wealth across generations
  • Investment Philosophy and Portfolios
  • Avant Tax investment philosophy has evolved over time to incorporate the following principles:
  • Open access to some of the top managers and investment strategies
  • Proper diversification and adaptive asset allocation
  • Separate account management
  • Mutual fund investments to supplement separate accounts, where appropriate
  • Alternative investments
  • Active tax management and loss harvesting
  • Proactive hiring and firing of managers
  • Ongoing portfolio monitoring
  • Hedging and downside protection
  • Income protection
  • Performance reporting and coordinated asset management
  • If you'd like to know how much your business is worth, please Contact Us to get Free Consultation.

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