The Opes Capital Group Formula
Risk Management
Each individual has a unique economic life cycles that require unique and well thought out solutions. One aspect of this unique economic life cycle is that some individuals begin producing income later in life than some of their counterparts. Prudent risk management suggests reducing exposure to losses from an interruption in income from death, disability, or other unexpected life event being extremely crucial. Using customized insurance products to shore up these risks is part of a prudent investment plan.
Investment Plan Design & Administration
Our firm’s philosophy is that no two individual’s investment needs are the same, so why settle for packaged investment portfolios that have been created for the purpose to serve many?
Opes Capital Group will build a portfolio that is unique to you and has the flexibility to evolve with your lifestyle. Using a handful of the thousands of investment vehicles at our disposal our advisors will custom tailor a portfolio that will help you achieve your long term goals. We can build your portfolio with a strategic combination of:
- Domestic and International Equity Investments
- ETFs & Mutual Funds
- Fixed Income Investments
- REITS (Real Estate Investments Trusts) & Private Equity
- Insurance Products
Building Goal Oriented Portfolios
Whether it is education funding, purchase of a new home, or some other life event that requires future funding, our advisors will build customized investment portfolios to help you satisfy your future financial obligations. This process is just that, a process. This means that our advisors are committed to frequent meetings with our clients to update, adjust, and/or change any goals or future plans. These meetings are crucial to not only make sure that your investments still match their intended goals, but also to make sure that the investments themselves are performing as originally projected.
Holistic Financial Consulting
Holistic financial consulting is the process of meeting your life goals through the proper management of your resources. The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan for how you can meet your goals given your current situation and future plans. This process allows you to understand how financial decisions you make affects other areas of your life. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.
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