Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It’s important to ensure the value of your portfolio has some protection regardless of market downturns. The objective of asset management is to help ensure that a 25 percent market downturn won’t mean a 25 percent drop in your portfolio’s value. Proper asset management can not only help put you on the road to reaching your financial dreams and goals, but also may help protect you against market downturns along the way. At Scalco Financial we’d like to help manage your assets with a goal of helping you reach financial success.

What is the Right Mix for You?

The right asset allocation mix for you will be based on factors such as your life expectancy, retirement goals, needs such as children’s education, and the overall level of risk you are willing to take.

As your wealth management advisor, our role is to help you assess your needs and long-term goals and then work with you to build and manage a portfolio based on the investment principles of asset allocation. As your life situation changes, we’ll review and make adjustments to your asset allocation mix to make sure you’re still on track to your goals. We’ll work with you to stay on track and maintain the discipline necessary to develop and stick with a predetermined portfolio through volatile markets.