Investment Planning
Investment Planning in DE
Investment Planning focuses on growing and preserving your financial assets, independent of your income. Our Certified Financial Planners at BDFS will directly manage and monitor your assets on a continual basis.
We believe that developing an investment strategy aligned to an appropriate risk profile provides an effective platform for our clients to achieve their goals and expectations. Your financial advisor will develop your unique investment portfolio by utilizing all other components of your wealth management plan so as to identify the best opportunities for wealth accumulation, preservation and tax minimization.
By integrating all aspects of your wealth management planning, we craft investment strategies that are geared to meet our client’s objectives. Our investment planning services include:
- Asset allocation
- Security selection and analysis including Stocks, Bonds, ETF’s, Mutual funds and alternatives
- Drawdown analysis and black swan modeling. What would my portfolio look like if another 2008 occurred?
- Annuity analysis
- Portfolio management
- Fiduciary investment services
- Risk factor analysis and stress testing
Does This Sound Like You?
Key Concerns:
Charitable Planning
Inter-generational wealth transfer
Ages:
68 and 67
Summary:
Mike and Cynthia sit at the head of a loving family. Having successful careers as have a responsible business owner’s allowed Mike and Cynthia to save significant wealth. They’ve always been very deeply connected to their community, and want their money to leave a lasting legacy. Mike and Cynthia also want their family involved in this process so their heirs are ready to be responsible with money in the future.
Mike and Cynthia are extremely capable people but wanted to partner with an advisory firm to lead family meetings about family wealth and charitable giving. Black Diamond recognizes that our time might be finite, but our money can have an impact forever. We enjoy partnering with families in situations like this to make the process of communication, tax analysis, and charity selection more manageable and easy. It is our hope that our relationship with all generations of the family makes planning more efficient and impactful, and most importantly gives everyone a central perspective on how their family wealth can help the causes they care about in their community.
Mike and Cynthia are thrilled that they’ve found Black Diamond to sit on the same side of the table and craft strategies that optimize their gifts and prepare the next generation of their family to have a perpetual impact in the things they care about. We have the tools to make gifts and grants of any size and to make the shift of generational wealth as smooth as possible.
Please Note: The above Case Study is hypothetical and does not involve an actual client. Clients and prospective clients could experience different results while engaged with BDFS capital.
