At Spielberger & Brooks, Inc., we consider your needs and goals as well as a variety of financial information to create a customized wealth management strategy.
Each strategy contains an asset allocation tailored to your specific needs. Once an allocation is decided upon we will search for the leading Index Funds, ETF’s, and equities to help implement the investment strategy. In most cases we will utilize a hedging process known as Covered Call Writing. The asset allocation process is ongoing, in that we’re always there to guide you and make changes when necessary.
Studies have found that, over the long run, your investment allocation is more important than individual investments, in determining overall performance, and lowering the level of risk for diversified portfolios. Although the chosen investments are secondary to your overall performance we will always strive for superior investments. Furthermore, the process of selecting an appropriate investment mix encourages clients to organize their investments and consider financial needs and risk tolerance, as well as external factors such as inflation, taxes, interest rates and the current economy. At The Spielberger Group, we help clients to determine an asset allocation that is appropriate for them in terms of their appetite for and ability to shoulder risk.