To say that no two clients, and therefore no two financial plans, are the same may seem obvious, but it’s surprising how many financial advisory firms try their best to fit clients into neat little buckets.
We don’t do that.
For us, relationships are key.
There’s no secret to what allows us to succeed – it’s our ability to develop close, deep, long-lasting relationships with the people we serve.
We learned early on that there’s only one way to make this happen – you’ve got to listen to what your clients have to say. At The Boyd Group, we’ve worked hard to institutionalize the art.
If you’re considering using us, you should know we’re going to ask a lot of questions before we attempt to provide answers. In fact, we won’t begin to think about investing your money until we understand who you are personally, what your financial situation is, what you want to accomplish with your assets, how you feel about risk, how your children and grandchildren factor into the process, whether retirement is in the cards for you or here already, what philanthropic goals you might have and so on.
A well-defined investment philosophy
Getting to the heart of what matters most to you is what allows us to create your customized investment strategy. And while each of our financial plans is different, they are all informed by a set of investing practices common to Boyd Financial Group:
- We pursue strategies that emphasize sound advice and balanced, deliberate, disciplined investment management within the context of a personalized financial plan.
- We adhere to the concepts of asset allocation and diversification.
- We depend on carefully researched asset managers to invest in sectors where they have specific expertise. In addition to individualized stock and bond managers, we also utilize mutual funds and ETF’s when appropriate to give our clients exposure to the various asset classes and investment sectors.
- Once an investment strategy has been implemented, we monitor our managers regularly to make certain that investment performance at desired levels relative to corresponding benchmarks is maintained. We then encourage our clients to stay the course even through periods of volatility.
Diversification and asset allocation do not ensure a profit or protect against a loss. Depending on individual asset allocation objectives or strategies, additional risks may apply. Past performance may not be indicative of future results. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. No investment strategy can guarantee success.
Investors should consider the investment objectives, risks, and charges and expenses of mutual funds and ETFs carefully before investing. The prospectus contains this and other information about this investment. The prospectus is available from your financial advisor and should be read carefully before investing.