Financial Architects

CONNECT

Address:

18025 Oak Street Ste B
Omaha, NE 68130

Phone:

402.689.9917

Fax/Other:

877.262.3403

Our Investment Process

Our investment process includes:


  • Assessment of goals, objectives, values, and concerns/challenges

  • Determine risk tolerance

  • Analyze current investment portfolio

  • Asset allocation modeling and portfolio construction

  • Insurance coverage review and needs analysis

  • Creation of an Investment Policy Statement (IPS)

  • Ongoing risk management, and performance reporting




Once again, as we go through our investment process, we keep you apprised of all the steps along the way and continue to educate and inform so you understand the “why” behind our decisions.   An investment policy statement is sometimes called an investment “blueprint”, and as you transition through certain life events we may change our investment allocations to keep them in alignment with your goals.  We “partner” with you and help you through good times as well as challenging times.


Each client's situation is unique.  At times, this process may be modified to better suit the needs of an individual or household.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck