Wealth Management – Asset Management
When it comes to staying on top of your assets, we examine how to best accumulate, manage, and diversify your investable assets.
Whether your goals involve a new or second home, a boat, a plane, or retirement, you will need to be proactive in your approach to saving. The first thing we do is determine if your current savings rate is sufficient. In many cases, people aren’t saving enough. Often, this is because they’ve never done any formal financial planning and therefore don’t realize what it takes to successfully accomplish their goals. Hansen Financial MV is experienced in identifying opportunities and helping clients get the most out of their savings, both from salary and business.
Management and diversification
Asset allocation is used to distribute your investable assets among a variety of investment categories by helping to create a more reliable portfolio and managing risk.
In addition to stocks, bonds, and mutual funds, we also utilize alternative investments. Alternative investments can have little or no correlation to the stock and bond markets. Operating independently of the broader stock and bond markets, alternatives offer exposure to a variety of asset classes and are capable of potentially achieving positive returns regardless of market direction.
Investors should note that asset allocation and diversification do not assure a profit or protect against loss in declining markets and neither can guarantee that any objective or goal will be achieved.
Alternative investments may be illiquid in nature, redeemed at more or less that then original amount invested, are subject to special risks and are not suitable for all investors. There is no assurance that the investment objective will be attained.