Using your customized Investment Policy Statement (IPS) as our guide, American Financial Advisors will take the lead role in implementing your portfolio management investment plan. The success of your IPS is realized through precision implementation at every step in the investment management process.
Our financial planners in the Orlando area begin your investment management process by analyzing your current financial position. In the scope of portfolio management, we carefully review your cash flow needs, discuss risk tolerance, examine all of your current investments, strategies and policies, and complete an analysis to establish both short and long term goals.
We then begin the process of designing the optimal portfolio management plan for you that addresses both strategic (long term) and tactical (short term) investment strategies against the backdrop of current capital markets. AFA Financial Planners propose optimal asset allocation strategies, and advise you on investment alternatives and modern portfolio concepts. This is not boilerplate stuff! This is a comprehensive, fully-integrated, individualized financial strategy combining state-of-the-art technology with decades-long Investment management expertise.
We begin to formalize an investment policy by preparing a written IPS that details your investment components and guidelines.
Our financial advisors then set up custody and brokerage services though Charles Schwab, which initiates the implementation of your IPS to achieve its detailed and mutually understood portfolio management objectives.
On an ongoing basis, our financial planners monitors and supervises all investment programs detailed in your IPS. Our financial planners also prepare quarterly performance reports comparing your portfolio against market indices and previously established investment objectives.
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779