At Strategic Wealth Design, we believe in:
The investment strategy should be driven by a plan and not vice versa. What this means to you is that once a financial plan is created, you may not need to take more risk than what you can handle, and that we may be able to accomplish your goals with lower or the same amount of risk.
Active Asset Management
Using a customized approach to develop a sound portfolio. This involves designing portfolios that are diversified globally in order to reduce risk, while adjusting portfolios for both shorter-term fluctuations and longer-term opportunities.
Partnering With Professionals
To help enhance your returns, reduce volatility, and manage investment risk, we partner with SEI (NASDAQ: SEIC). The reason we choose to partner with SEI is because it allows the advisors at Strategic Wealth Design to do what they do best: focus on the client, and not have to worry about the day-to-day details of trading securities.
Our/SEI’s six-step process toward investment management:
1. Active Asset Allocation
We set boundaries for risk exposure and return potential, allowing you to reduce risk, while providing you access to opportunities.
2. Active Portfolio Design
By combining different asset classes, geographic regions, and investment styles, we create portfolios designed to deliver long-term results in line with investor goals.
3. Active Investment Manager Selection
Portfolios are only as good as the people who manage them, so we match each client with a manager with experience and in-depth knowledge of their profession or industry.
4. Active Portfolio Construction
Our portfolio construction process offers diversification across the entire portfolio structure, including asset and sub-asset classes, manager styles, geography, and individual securities.
5. Active Tax Management
We know that “It’s not how much you earn – it’s how much you keep,” so tax management plays a vital role in the planning process for each client
6. Active Risk Management
We develop and monitor risk guidelines and risk measures for all our investment offerings, with frequent and regular monitoring of assigned portfolio tolerances and deviations.
*Diversification does not guarantee profit or protect against market loss.
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Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.
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