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Guiding You to Financial Freedom

Investment Planning

Investment planning begins with identifying one’s financial goals, and then developing a plan to achieve those goals.  In doing so, it usually involves evaluating their investments.  In short, if one were to obtain a high rate of return, their portfolio will provide remarkable growth over time.  However, if you want a high rate of return, you need to be prepared to take a lot of risk.  Conversely, if you want little to no risk, then you won’t get very much for a rate of return.  Well, most people are somewhere in the middle.

Talk to an Investment Planner

At Menninger & Associates, our investment planning philosophies and processes include the following:

  • FIDUCIARY - We are fiduciaries, which means we place our clients’ needs ahead of our own
  • CUSTOMIZATION - We customize each client portfolios to match their goals, risk tolerance and income needs
  • LONG-TERM - We are long-term investors who take a strategic asset allocation approach designed to pursue the goals in each client’s financial plan
  • DIVERSIFICATION - We invest primarily in Mutual Funds and Exchange Traded Funds (ETFs)
  • RESEARCH - We make consensus, research-driven investment decisions via our Investment Committee
  • ACTIVE MANAGEMENT - We make tactical adjustments to investment portfolios when appropriate
  • PROTECTION - We generally invest more conservatively, willing to give up some upside to protecting on the downside
  • MONITORING - We conduct ongoing due diligence to ensure the investments we use perform as expected
  • TAX-AWARE  - We carefully incorporate tax planning into our portfolio construction and updates
  • TIME HORIZON - We recognize that time is the single largest component of risk such that shorter time horizons will have lower risk than longer time horizons.

schedule an introductory call

Tax planning services offered by Menninger & Associates. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. 

(610) 422-3773