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Investment Advice El Segundo, CA California Retirement Advisors

Investment Advice

Welcome to guidance-driven investing.


Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.

  • We take time to learn your goals and priorities.
  • You can make clear, informed decisions.
  • We build a financial plan, so that your investments can help you lead the life you want to live.

Welcome to guidance-driven investing El Segundo, CA California Retirement Advisors

How do we build a portfolio?

We build a customized, personalized portfolio tailored to your preferences using our investment tools. Here’s how:

Understand El Segundo, CA California Retirement Advisors

Understand

Learn how your personal investing preferences may have a big impact on your investment portfolio.

Learn More

Evaluate El Segundo, CA California Retirement Advisors

Evaluate

Compare your preferences against your current portfolio and align them to your target risk profile.

Learn More

Build El Segundo, CA California Retirement Advisors

Build

Your advisor will build your strategy with a customized core and personalized investments.

Learn More

Monitor El Segundo, CA California Retirement Advisors

Monitor

Keep tabs on your investments with GuideCenter®, a dynamic, easy-to-use online financial life management portal.


Learn More

Understand: Your Investment Preferences

The InvestmentViewfinder℠ provides simple questions that show you how your investment preferences can have a great impact on your portfolio.

  • Participate in an open dialogue about investments with your advisor.
  • Understand the benefits and trade-offs to your investment decisions.
  • Prioritize investment attributes to help your advisor create your customized portfolio.


Evaluate: Compare Your Preferences to Your Portfolio

We believe there’s no such thing as a one-size-fits-all portfolio. The financial plan you build with your advisor, and your output from the InvestmentViewfinder exercise, helps to determine the investment attributes most important to you and the benefits and considerations to each.

Performance El Segundo, CA California Retirement Advisors

Performance

Seeks higher relative returns in the long run (a full market cycle).

Low-Cost Tracking El Segundo, CA California Retirement Advisors

Low-Cost Tracking

Seeks to closely and predictably match its benchmark at a low cost.

Protection El Segundo, CA California Retirement Advisors

Protection

Seeks to mitigate against severe bear market declines.


Tax-Advantaged El Segundo, CA California Retirement Advisors

Tax Advantaged

Seeks to lower taxes in the long run (a full market cycle).

Build: Create Your Customized Portfolio

Your advisor will build your strategy with a customized core and personalized investments, based upon your needs, preferences, suitability and time horizons.

The core strategy is the anchor toward stability and preservation, to allow your personalized portfolio to grow capital and income using active, index, dividend, and tax-advantaged stock and bond-based investments.


1

Start with your customized core.

core portfolio graphic El Segundo, CA California Retirement Advisors

2

Leverage Investment Viewfinder results.

Leverage Investments El Segundo, CA California Retirement Advisors

3

Build your personalized portfolio.

Build your personalized portfolio El Segundo, CA California Retirement Advisors

Monitor: GuideCenter Keeps You Up to Date

Keep tabs on your investments with GuideCenter®, a dynamic, easy-to-use online financial life management portal that helps you engage with your advisor to oversee your finances anywhere, anytime. It allows you to take on life’s changes with clarity and control—no matter how complex life can become.

  • Access, store, and share all of your financial information in one place including accounts, portfolios, and goals.
  • View your financial life in real time from a phone, computer, or tablet.
  • Communicate with your advisor through email and VideoMessenger.

An Investment Proposal that Empowers You

Our unique investment proposals create a custom profile built just for you—evaluating taxes, performance, cost, and protection. Each proposal is designed especially to help you.

Browse a Proposal

Investment Proposal that Empowers you