We collaborate with our clients to customize individualized portfolios that take into consideration the client’s objectives, risk tolerance, time horizon and individual personal situation.
Street Smart Financial considers their clients overall financial picture and strives to balance, as well as diversify their portfolios. We do make some tactical asset allocation so certain sectors may be weighed more or less depending on economic conditions.
Active and Passive Investing
A portfolio can be invested in index funds or exchange traded funds as well as selected actively managed funds. We may also utilize individual stocks and bonds along with some low cost alternative investments.
We continually analyze and monitor recommended mutual funds and their managers. Changes in management, investment philosophy or long term performance are reviewed on an ongoing basis.
Monitoring and Reporting
We conduct regular reviews to evaluate our clients’ investments and financial goals. We continually monitor their portfolio and make adjustments when needed.