Investment Philosophy
Because no two individuals have exactly the same situation or financial goals, I custom tailor each portfolio individually for each client, taking into account your need for safety, income and growth.
Through meetings and detailed analysis and research, I work with you to determine the right mix of assets for your accounts to create the ideal blend that gives you growth for your future and income for today if needed. I then construct your portfolio to address your needs.
Using this approach I attempt to maximize your returns as much as possible while keeping risk as low as possible. I believe that it is just as important to protect the dollars you have worked so hard to amass as it is to grow them. I also believe in responsible investing and utilizing strategies to help you create the wealth level you desire. I believe it is my job to try and help you "Speed up your Journey to Wealth".
My philosophy requires an ongoing search for good investment values, careful monitoring of what you own and I am constantly questioning conventional opinion. I utilize both traditional assets (stocks, bonds, etc.) and non-traditional assets (real estate, gold, businesses, etc.) in portfolios dependent on your preferences. I will also utilize self-directed retirement plans to hold non-traditional assets if you so desire.
I believe it is my job to help you achieve your financial goals, but also to help with the emotional goals of feeling relaxed and secure about your investments. I believe in attentive service and clear communication. I also believe that we are a team working toward your goals. My role as investment advisor is just that. An Advisor. I pride myself on educating you as to how your different investments work and what realistic goals they can achieve for you. Knowing this, you will always have the final say in any investments chosen.
I have coined the phase, "Because becoming a Millionaire Matters", and registered a trademark to express how important it is to me to teach good money rules. Although becoming a millionaire now days does not in and of itself insure your financial security, (a millionaire dollars sure doesn't buy what it did years ago...) it is none the less a good goal to work towards. And, I believe by using correct money rules and investing habits you can create some amazing results of wealth creation.
When you get to the point where you have financial freedom, we will have both met your goals.
A to Z Asset Advisors, LLC
4441 Villa Toscano Ct., Las Vegas, NV 89141
Office: 702.888.4807 Fax: 702.444.4807
carolyn@millionaire-matters.com
Registered Investment Advisory services offered through A to Z Asset Advisors, LLC a registered investment advisory firm
