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Investment Management

Create a Portfolio That Reflects Your Financial Goals

If you want your investments to work for you, you need a plan for managing your portfolio that reflects your financial goals and tolerance for risk. Your strategy should be fluid and flexible, adapting to the market and your changing goals. At LaPorte Financial, our advisor can help you build and maintain a healthy portfolio that focuses on your needs and your financial future.

What Investment Management Entails

To ensure your investments offer you the most significant financial benefits, you need a clear idea of your current financial health, goals and tolerance for risk. You also need to define your time horizon for meeting those goals. We can help. Once we have a thorough understanding of your big financial picture, we will work together to:

  • Evaluate your assets: We review your asset mix to determine how it matches your risk tolerance and short- and long-term goals.
  • Rebalance your investments: We make necessary adjustments to your portfolio to create the asset mix that works best for you.
  • Monitor portfolio performance: Your advisor monitors your portfolio’s ongoing performance.

When further adjustments are needed, your advisor can make the required changes.

What LaPorte Financial, Does for You

LaPorte Financial can actively manage your portfolio or take a more hands-off approach and leave the decision-making to you. Get in touch today to learn more about our investment management services.

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