EnRich Financial Partners Investment Process
It can take years of study and experience to understand the complexities of the investment choices available in today’s market to recognize which choices are correct for which situations. After conducting your initial evaluation, and performing an extensive review of your supporting documentation and current holdings, we set out to formulate your comprehensive financial plan.
We allocate your assets among the major classes of equity and fixed income, utilizing either individual issues or mutual funds as appropriate. EnRich Financial Partners believes in a balanced approach to investing, and implements strategies designed to provide more consistent results over the long term rather than leveraging any one investment vehicle with hopes of making a quick return.
Our size and experience allows us to be nimble enough to capitalize on opportunities when they present themselves. We will suggest creative, effective solutions to unconventional situations that other advisors, frankly, might miss. Other advisors may be under constant internal pressure to sell certain fund families, often their own brand or that of a close affiliate. Our independence allows us to seek out the best possible solutions for you, using factors such as suitability, planning horizon and reliability as determining factors in our selection process.
As a client, you will receive a quarterly portfolio performance report that offers a clear and concise view of your financial picture. Of course, we are always available to personally discuss the report or any planning matter that you may have.
