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Investment Management

Stephenson and Company believes in utilizing an asset allocation approach to investing. Although utilizing an allocation strategy does not ensure against market losses, asset allocation is one of the best ways to protect your portfolio from market volatility. By spreading your investments among a variety of asset classes and sub-asset classes that tend to react differently to market events, you can protect your portfolio from drastic swings in the market. No single asset class performs the best all of the time and no one can accurately predict the winners and losers for any given period.

Our approach can be described as follows:

  1. The process begins with a personal consultation which allows us to learn about your overall financial picture including your individual investment needs and objectives, time horizon and attitudes towards investing.
  2. We design a personalized asset allocation strategy diversified among various asset classes to maximize the probability of achieving your goals.
  3. The asset allocation strategy is implemented by investing in a well- diversified portfolio of low cost mutual funds and exchange traded funds (ETFs) allocated among equities (both domestic and foreign), fixed income and cash according to your strategic target allocation.
  4. We strongly believe that it’s not what you make but what you keep after taxes that really matters. Therefore our investment approach seeks to maximize tax efficiency in order to manage, reduce and defer taxes when possible.
  5. Your investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your financial plan.
  6. We communicate with you on a regular basis by providing comprehensive statements and periodic reviews.