Our structured process provides an individualized financial strategy and independent investment advice. Throughout this proactive and collaborative process, clients feel how this approach is different than our competitors. You can expect the following from every Voisard wealth management advisor:
Every client has a story. It’s up to a Voisard wealth management advisor to evaluate your circumstance by learning about your goals, risk tolerance, time horizon, return expectations, income requirements, and special situations to effectively manage your investments.
We develop a multi-asset, multi-style, multi-manager portfolio designed to reduce risk and enhance return. We regularly evaluate allocation targets and rebalancing requirements, research and assess different investments, and monitor a manager’s performance and process.
Investing is a process that rewards discipline and punishes irrational decisions. You can achieve reliable performance by riding out inevitable short-term volatility and constant changes in the economic cycle.
A well-diversified portfolio may include stocks, bonds, real estate investments, diversifying asset classes, and cash positions. All have the design to reduce short-term volatility while optimizing long-term performance.