Investment Planning

At Sophia, we understand that your investment strategies will change over the course of your life according to your changing financial needs and risk tolerance as well as the inevitable changes in the market, government tax laws, and economic conditions. We also understand that skilled investment management requires constant proactive monitoring and review of your portfolio to make changes in asset allocation and investment diversity as required. Our typical client has $250,000 - $500,000 in investable assets.

Before constructing a portfolio, we analyze all investment options available including stocks, bonds, mutual funds, exchange traded funds, guaranteed term deposits, annuities, and tax-efficient investment vehicles to find the most efficient solutions. We take the time to explain the best investment strategies available to you.  We help you understand why specific asset allocations and investment strategies make sense and clearly explain how your portfolio design will help you achieve the outcomes that you desire. We clearly articulate how the portfolios we recommend will help you achieve your goals and then monitor and review the portfolios with you at pre-scheduled meetings to ensure that you remain on track.

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