Investment Management

Only after we have gone through the majority of the financial planning process with you, will we turn our attention to re-engineering your investment portfolio.  Typically we find that most new clients come to us with highly correlated investment holdings which results in much higher market loss potential than is typically necessary to accomplish your financial objectives. 

Since it is hard for active managers to consistently “beat” the market (any index that is), we believe in optimizing your diversification using low-cost exchange traded funds (ETF’s) from among the largest companies in the industry such as Vanguard, iShares, State Street Global Advisors, and others.

Our investment process offers you a unique blend of strategic perspective which is historical in nature with a tactical

(forward looking) management overlay.

   
     INTEGRATED APPROACH      

        Our Process

        Financial Planning

        Investment Management

        Risk Management

        Estate & Tax Planning

Let us know if you would like further information about Addis & Hill’s portfolio management service.

    
               Information on ETF's

               To view more information on iShares, State Street                and Vanguard.