Investors who seek growth are typically trying to build their net worth over time. This is often done using a strategy that seeks capital gains as its primary objective. These strategies invest primarily in individual stocks and/or exchange-traded funds (ETFs) with potential for long-term growth and provide diversified market exposure.
Telos Large-Cap Core Strategy
A diversified equity portfolio primarily using individual U.S. large-cap equities. This strategy may also include real estate investment trusts (REITs), ETFs for small- and mid-cap, international, emerging markets, and master limited partnerships to increase diversification and enhance return opportunities.
Many retirees and risk averse investors favor income as their primary objective. For those investors, we offer a number of strategies that can be used individually or in combination. These strategies primarily focus on high-quality companies with healthy and sustainable dividends, and are potentially less volatile, than the U.S. stock market. Investors near or in retirement with a long-term investment horizon, those seeking a more conservative exposure, and individuals seeking ways to reduce their taxable income are examples of clients who potentially can benefit from our strategies.
Equity Income:
Our equity income strategies seek to deliver total return through a combination of current yield and the potential for capital appreciation. Two options are available: one that focuses primarily on individual stocks and one that uses diversified ETFs.
Successful investing is about managing risk, not avoiding it. That’s why risk management is an integral part of our investment process. We apply a number of strategies that can help limit risk while offering the potential of higher returns.
Asset allocation - investing strategically: Asset allocation is a strategic approach to diversifying your portfolio among different asset classes that seeks to pursue the highest potential return within a certain level or risk. In an attempt to mitigate the risks of any one asset class, we use a diversified mix of asset classes, such as stocks, bonds, cash and other investment vehicles.
Learning About You
The first step in planning for your financial future begins with a meeting, where we determine your current financial situation and identify your goals. We want to understand what is most important to you. We’ll ask questions about your desired retirement date, how much income you believe you will need in retirement, your savings goals for life events such as weddings, college tuition, and more.
After gathering basic information, we will then ask you to complete a Financial Profile form. This information helps us build and fine-tune your formal retirement plan. Here we will learn about your income and expenses, retirement plan contributions, real estate, pensions, and other details that are important to building an accurate plan. We will also enter the details of your current assets into the plan—an integral part of determining the plan’s level of success.