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Investment Management

Once your financial plan is created, we’ll get to work on your investments.

We will manage your investments according to the strategy outlined in your financial plan.  We’ll explain everything to you in plain English, so you know exactly how your money is being invested.

Focus on What You Can Control

We strongly believe that the key to achieving your goals is to focus only on what is truly within your control.

None of us can control what the market is going to do, but we do have control of how much we spend, what tax strategies we implement, and many other factors.  This focus can also help you feel better about the market, knowing that your actions are consistently moving you forward…no matter what the market or economy is doing.

Tax-Efficient Investing

Almost every investing decision you make involves risk.  Anytime we reach for more return, we’re taking on more risk.  However, there’s actually one way to increase your return without increasing your risk, and that’s with tax-efficient investments.

By opting for strategies that generate a higher return after tax, you’re improving your bottom line without taking on more risk.  This can help you make more consistent progress towards your goal.  Because after all, “it’s not what you make, it’s what you keep” that really matters.

One Size Does Not Fit All

At Sapiat, we believe that you are unique.  You have your own unique needs, preferences, and goals.  What investments fit your life won’t necessarily work for your neighbor, your friend, or someone else your age.

So we don’t simply put you into model portfolios based on your age range and some arbitrary “risk tolerance”.  Instead, we really get to know you.  We learn about your responsibilities, limitations, dreams, and goals.  Then we work with you to craft a custom investment strategy that truly fits your needs.

That way, you get an investment portfolio that truly fits… …which can help you sleep better at night.

At Sapiat, we believe that you are unique.  You have your own unique needs, preferences, and goals.  What investments fit your life won’t necessarily work for your neighbor, your friend, or someone else your age.

Free Financial Check-Up

Schedule your complimentary check-up with our team and we'll assist you on your road to financial independence.
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