The driving goal of our investment adviser in Salt Lake City is to help you make smart decisions with your money.We want to help you build wealth through better financial choices, and we’ve been working for years to help people just like you pursue the goals that they have for their portfolio. Through our experience and education over the years, we’ve built an investment philosophy based on four concepts:

  • Protection: The market is unpredictable and while there are no guarantees when it comes to investing, there are things you can do to protect your money. We’ll create a portfolio designed to protect your money and help you avoid big losses.

  • Diversification: Spreading your money out into different classes can help you earn more and protect yourself from losses. We’ll help you invest in different areas like real estate, precious metals, and non-traditional classes.  Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or greater or more consistent returns.

  • Priorities: What goals do you have for your money? When it comes to something like retirement, you’ll want to fund your core retirement income first. We’ll make sure we know your goals and are helping you reach them.

  • Strategies: We have strategies that work with today’s market, and don’t just hold on to the old methods. We make sure we’re always thinking about the best ways to move forward and help you build wealth.

Want to learn more about what we can do for your financial portfolio? Give us a call and get a free analysis of your portfolio. We’ll discuss with you where you are and where you want to go, and how our team at Financial Strategies Institute can get you there.