Investment Management
What to Expect
You may not have the time, interest, desire or expertise to manage your investments. Let us take care of investments and allow you to focus more on what you’re passionate about. When we work together, you can expect:
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- Direct access to the CERTIFIED FINANCIAL PLANNER™ managing your investments
- Fee-only investment management – no hidden fees, including commissions for product sales or referrals
- An investment and rebalancing strategy tailored to your unique financial situation
- Portfolio monitoring and market updates
- Global diversification
- No investment minimums
- Access to Dimensional Funds
- Online access to your investments
Dimensional Funds
As an added value, our clients receive access to Dimensional funds. Dimensional’s institutional mutual funds can only be accessed through approved financial advisors. Dimensional funds are considered a hybrid active and passive investing solution designed to help investors pursue higher expected returns. Dimensional funds applies academic research to practical investing built around the analysis of Nobel Prize-winning economist Professor Eugene Fama of the University of Chicago and Professor Kenneth French of Dartmouth College.
How Much Investment Risk?
Safe Landing Financial uses technology to limit emotion when making investment decisions. Determining how much investment risk to take and sticking with your strategies developed allows you to build and maintain your wealth.
More on Investment Management
Why Working With a Fiduciary Financial Advisor Is Important
Why Working With a Fee-Only Financial Advisor Is Important
Why CERTIFIED FINANCIAL PLANNER™ Is Important (CFP® Professional)
Key Questions Guiding Your Long-Term Investing Strategy
How Often Should Investors Rebalance?
Forbes: Why You Should Know Dimensional Fund Advisors
Vanguard: Guide to Smart Rebalancing
Other Services
Service Packages ✓ Financial Planning ✓ Retirement Planning ✓ Investment Management ✓
Social Security Optimization ✓ Tax Planning ✓ Insurance Planning ✓ Estate Planning ✓
FREE FINANCIAL PLANNING CONSULTATION
A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.
This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.