PlanRock has four primary objectives when it comes to investment portfolio management:

Develop investment portfolios that help provide a solution to reach a specific goal and objective, not just one size fits all.
Help create investment portfolios that help focus on cost efficiency, tax efficiency and investment efficiency.
Help provide a return stream with lower highs and higher lows, which produces a smoother ride where the probability of success is much greater.
Help Advance and Preserve our client's wealth during bear markets and bull markets.

Investment portfolios to help reach your goals should not be designed as one size fits all.

PlanRock can help create an investment portfolio specifically for your goals and objectives.
We design an investment policy for each client account in order to help establish guidelines for how the goal will be met.

Risk Objectives

PlanRock Wealth Strategies helps guide our clients to the most appropriate risk objectives based on goals, emotions, time frame and conditions.

Conservative - Income and Growth
Conservative to Moderate - Income and Growth
Moderate - Growth and Income
Moderate to Aggressive Growth and Income
Aggressive - Growth

Approach to Management

Strategic or Tactical approach to management

Strategic is a management approach that sets a target allocation to various asset classes and investment factors. The portfolio is rebalanced back to the target periodically based on market movements in attempt to capture valued added performance over time.
Tactical is a more active approach that shifts between various asset classes or investment factors based on technical or fundamental factors in attempt to capture value added performance over time.

Strategy specific to Your needs

PlanRock Wealth Strategies provides multiple investment strategies for our clients based on their investment policy goals and objectives.

Our core strategy portfolios include:
Multi-Factor Broad Market
Dividend Focus
High Beta Growth
Value Focus
Income Preservation

Our Non-Traditional low market correlating portfolios include:
Enhance Permanent Portfolio
Capital Efficient Portfolio
Enhanced Tactical Balanced
Alternative Multi-Asset
Alternative Hedge Equity
High Income Equity
High Income Bond

Your PlanRock Advisor will help you determine which portfolio or combination is appropriate for your goals and objectives.

Schedule a Consultation

Contact Us

If you would like to schedule a review, second opinion, get organized, start planning for your future, or need to be more productive with your investment portfolio, please schedule an appointment here.