M.K. Brown Wealth Advisory is committed to helping you preserve and add to the wealth you've accumulated – regardless of the current investment climate.
We view this commitment as part of an ongoing process that begins with understanding your objectives, concerns and aspirations, as well as your situation today and your goals for tomorrow.
The next step in our process is to build the overall framework for a dynamic and resilient financial plan – one that changes as your goals evolve and is designed to help withstand the ups and downs of the financial markets.
Building an investment portfolio that fits that framework, focuses on your needs and suits your style is the next step. We begin by determining the types of assets most appropriate in your situation and for your needs, selected from a wide array of asset classes.
Our goal is to construct a portfolio that generates the results you seek without assuming unnecessary risk.
After we determine the appropriate mix of assets – chosen to provide diversity, quality and breadth – we select the most qualified independent investment managers for each component of your portfolio.* These selections are based on our assessment of third-party due diligence – including that conducted by Raymond James – together with research we conduct ourselves.
Once your portfolio is in place, we monitor it on an ongoing basis to adjust it as your situation changes as well as to help minimize market challenges and maximize market opportunities.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.