Louisville Capital Advisors Four-Fold Investment Planning Process

Are Your Investment Strategy and Portfolio as Unique to You as Your Fingerprint?

How well do your individual investments support your overall investment strategy?

How certain are you that your investments are in line with your financial goals?

As a client of Louisville Capital Advisors, you can gain confidence that your investments are, first and foremost, working for you. Your investment strategy grows out of your financial plan which develops your unique goals in detail and uncovers your tolerance for investment risk.

Actively Managing Your Investments

Our team of professionals with more than a combined 160 years of investment planning experience actively manage your investments.

The team of advisors align their experience with their extensive ongoing research into funds, ETFs, and fund managers to help clients attain their financial planning goals. In addition, they call on the significant resources and investment choices offered by Raymond James.

Their goal is to choose investments well positioned to outperform in their category.

Here is how our Four-Fold Investment Process works for you to:

  1. Determine your asset allocation model from the planning process,
  2. Access investments from a wide range of asset classes from our ongoing research to fit that model,
  3. Customize the portfolio and investment selection for you, as needed
  4. Rebalance periodically and Adjust as your needs evolve.

Simply, each client gains an allocation model that:

  • Helps meet your needs,
  • Draws from a wide range of asset classes, and
  • Is actively managed over time.

How We Are Different

Our team, with 4 Certified Financial Planners™, one Certified Investment Management Analyst, and with more than 160 years of collective experience in the financial services industry, actively manages your investments.

We use a blend of active and passive equity investments to reduce costs and take advantage of efficiencies and inefficiencies in the markets.

We ladder individual bond portfolios to meet client income needs during retirement. This helps prevent clients from needing to liquidate equity investments during a down market.

We invite you to see exactly how the Louisville Capital Advisors Four-Fold Investment Process can work for you. Simply, request your No-Obligation Financial Health Check here »

The appropriate asset allocation for each individual varies based on many different factors. It is important to consult with your financial advisor about your specific situation before making any investment decisions. Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Investments are subject to market risk, including possible loss of principal. The process of rebalancing may carry tax consequences.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.