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Wednesday, August 20, 2008
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Section: About Us
-> Our Investment Philosophy
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EQUIPOISE Wealth Management, Inc.
recognizes that financial planning is a dynamic process -- sensitive
to evolving client circumstances and ever changing economic conditions.
We work closely with clients to understand and prioritize their goals
in order to design an investment strategy that integrates various,
often conflicting, client objectives.
Our investment selections may include mutual funds, common stocks,
corporate, government or municipal bonds, and cash equivalents. We may
also identify annuity, insurance or real estate alternatives. We
don't believe in market timing; typically our clients are fully invested in good times
and bad.
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Portfolio
A portfolio is designed to best suit the life style, age, health,
income, risk attitude, and financial status of each investor.
Important considerations include desired return, tax consequences,
marketability, composition of current investments, and risk tolerance. We
encourage clients to establish long-term investment programs.
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We coordinate with other professional advisors to implement the best
solutions available to meet the client's needs.
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Copyright 2004, Equipoise Wealth Management, Inc.
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