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Financial Asset Management Services

Our team develops investment portfolios for each client based on open discussions regarding short-term and long-term goals, cash flow needs, tax situation, and each client’s personal risk tolerance.

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Our dedication to the education and learning process enables our clients to better understand their financial asset managment.

We believe that open communication between a financial advisor and the client results in a better understanding of the client’s financial goals and objectives. Our commitment to the continuous evaluation of a client’s portfolio ensures that the portfolio reflects the ever-changing circumstances in life, business, and the economy as a whole. Read on to explore our financial asset management process!

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  • Financial asset management will be based on each client’s financial goals and objectives.
  • Proper asset allocation and diversification between equities and fixed income will be based on each client’s personal risk tolerance.
  • Preservation of capital is a key component of our asset management process.
  • Growth portfolios with capital appreciation and long-term growth as the primary investment objectives are typically managed using equities as the primary investments.
  • Portfolios with secure income and preservation of capital as the primary investment objectives are typically managed using fixed income products (i.e., bonds, CDs, and cash) as the primary investments.
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Tax-Efficient Investing

At DHJJ Financial Advisors, we focus on tax-efficient investing to help our clients maximize their “after-tax” return. Simply put, tax efficiency is a measure of how much of an investment’s return is left over after taxes are paid. First, we must determine a client’s marginal income tax bracket in order to determine the importance of tax-efficient investing. The higher the marginal tax bracket rate that a client is subject to, the more important tax-efficient investment planning becomes. An investor in a 39.6% income tax bracket receives more benefit from tax-efficient investing on a relative basis than an investor in a 15% income tax bracket.

If you would like more information on how our financial asset management process can help you meet your financial goals and objectives, please contact DHJJ Financial Advisors.

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Please view our written Disclosure Brochure for additional information about DHJJ Financial Advisors, and also please review our Important Disclosure Information.

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