Investment Management

For many people, managing their own investment portfolio can be an incredibly stressful task. It is easy to get overwhelmed by the options, and can quickly fall to the bottom of the “to-do” list. At Serenity Financial Consulting, we believe in focusing on what you can control and letting go of the things you cannot. We will work together to reduce your anxiety, and increase your confidence about your financial future.

Click here to check out our Award Winning investment management technology

Value Our Clients Receive

We believe our process provides clients with significant value. As our client, you will receive:

  • Superior Service – You will always have a friendly person to call when you have questions or concerns
  • Quarterly Review Meetings – We get an update on changes in your life, and determine if adjustments need to be made to your portfolio
  • Client Web Portal – 24/7 access to your portfolio from home. No more having to call your investment advisor to get an update!
  • Professional Investment Management – And it is provided at a price that is much lower than the industry average
  • Frequent Reviews – We review your portfolio regularly to ensure it is on target with your financial goals
  • Diversification – You receive a globally diversified, tax-efficient portfolio
  • Education - You will not only have a customized portfolio designed to help you meet your financial goals, but you will also understand it

Our Investment Management Beliefs

We believe…

… in taking a long-term approach to investing

… markets are efficient, and therefore you can’t “beat” the market consistently

… a diversified portfolio, with a mix of many asset classes, is the core of a successful investment strategy

… portfolios should be frequently reviewed and rebalanced as needed to stay within target investment ranges

… you should understand what’s happening in your investment portfolio

Investment Management Process

We utilize a proven strategy for providing investment management services to our clients.

Investment Management Process