Investment Management
At Charleston Retirement Planning, our Investment Management service is all about turning your financial goals into a clear, actionable plan, and managing it with care so you don’t have to worry. We begin by working with you to evaluate your objectives and risk tolerance, then build a customized asset allocation tailored to your time horizon and comfort level. From there, we select investments and money managers aligned with your goals, implement your personalized plan, and actively monitor and manage your portfolio - tracking performance, mitigating risk, and making adjustments as needed.
Evaluate
Investment Goals
Evaluate Investment Goals
The advisor and the client use solutions gathered in the Wealth Plan to build a detailed set of investment goals and determine the client’s risk tolerance.
Set Asset
Allocation
Set Asset Allocation
Asset allocation is important because macro elements of the investment markets affect risk and performance.
Choose Investments & Money Managers
Choose Investments & Money Managers
The advisor will research various investment options and choose the ones that align with client goals.
Implement
Plan
Implement Plan
The advisor will put the client’s money to work in their personalized plan.
Track & Manage Portfolio
Track & Manage Portfolio
The advisor will monitor performance, sector drift, risk variance, and many other factors that may affect the client’s outcome and make changes when appropriate.
Let's talk about your goals.
Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.