Through financial planning, we determine a targeted rate of return for our clients’ investments that will fund their goals. By acting as a fiduciary, we use this information to deliver the unbiased, thoughtful investment advice our clients expect.
At Feldmeyer Financial Group, we utilize a series of carefully crafted models to align with our clients’ diverse risk tolerances and growth or income objectives. By leveraging a variety of trusted research sources, we evaluate investment quality using strict criteria. From there, we identify top-tier investment choices and incorporate our market outlook to determine asset class weightings and finalize decisions on which investments are added or removed from our models.
The key is communication.
Each quarter, we assess investment performance and the broader economic landscape. Using this data, we make informed, strategic adjustments to our models and implement changes as needed. To keep you informed, we send out a quarterly newsletter that includes a link to our Feldmeyer Forecast, a virtual webinar providing an update on market conditions, our observations, and our interpretation of the quarter’s data. Additionally, we provide portfolio model updates to keep you apprised of any changes we’ve made.
We monitor investments daily and remain vigilant for any significant shifts in the market or individual assets, enabling us to act immediately if necessary. With over 30 years of experience in investment management, we are dedicated to guiding our clients with thoughtful, data-driven insights to support long-term financial success. You worked hard for your wealth, and we want your money working hard for you.