At Countiss Wealth Management, our goal of investment management is to facilitate the goals of your financial plan. To do that, we have to understand your comfortability with the market. Maintaining your peace of mind and giving you the knowledge to understand what is happening with your assets is the cornerstone of our investment management philosophy.
You may have different goals for different accounts. For example, we have a client who is 60 years old. They have an account that is earmarked for their goal of leaving a legacy for their family. That account may be more aggressively managed because we want to be able to give the most amount of money to their beneficiaries.
However, we may have an account that is for living expenses conservatively managed so that the funds are available in the next three months, six months, or one year. Our approach to investment management includes rebalancing all accounts quarterly to look for opportunities in the market. And then, obviously, as markets fluctuate outside of the norm, we will be sure to rebalance accordingly.
Our primary goal during market uncertainty is to be sure that you hear from us and know that we are on it and monitoring your accounts closely.
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