Majestic Oak Financial - Asset Management

ASSET MANAGEMENT

It's easy to read the latest magazine or listen to a roundtable discussion on TV and buy today's hot investment pick. What is significantly harder is knowing whether that investment is really worth buying, when to sell it, and if all those hot tips give you a diversified investment portfolio that is built to perform in the long-run. Will it help you reach your goals or just give you a stress-filled roller coaster ride?

Professional asset management by Majestic Oak Financial will assist you in building an investment portfolio tailored specifically for you.

We start with an assessment of your financial risk tolerance and capacity, the length of time until you expect to need your funds, and level of comfort and education about investments.
An Asset Allocation is customized to your personal assessment. We diversify your portfolio by allocating your investment dollars in differently-performing areas such as:
- Real Estate Securities
- Emerging Market Stocks
- Cash & Money Market Instruments
- Large & Small US Company Stocks
- US & Foreign Government, Corporate & Municipal Bonds
- Foreign Company Stocks
We recommend specific mutual funds, stocks, exchange-traded funds, bonds, and / or money market instruments to achieve a diversified portfolio.
Upon your approval, we purchase the recommended investments in your brokerage accounts.

Professional management of your portfolio also provides these additional benefits:

Access to institutional investment vehicles that normally have investment minimums of $1,000,000
The ability to purchase front-load mutual funds at no load.
Research databases and performance tracking software that the average consumer could not justify purchasing
Easy, complete reports for tracking purchase costs and dates for tax reporting
Most importantly, you get an advisor who can shed light on what's happening in the economy, explain how it affects your investments, and helps you maintain your long-term perspective so you can reach your goals.

As a Majestic Oak Financial client, your investment portfolio will be reviewed on a quarterly basis and you will receive quarterly Investment Reports. At an annual review meeting, you will receive a comprehensive portfolio review along with your personal historical investment reports, an in-depth stock analysis as applicable, and Morningstar reports. However, should any change be necessary mid-quarter due to extraordinary circumstances such as mutual fund management changes or fundamental changes affecting a particular stock or industry, you will be contacted to discuss the issue and devise a strategy outside of the routine quarterly points of contact.

In short, we will do everything possible to protect and nurture your investment as if it were our own. We take your financial success as personally as you do!