Portfolio Management

At National Financial Advisors Ltd, the conversation begins with a discussion of your values and your vision of the future, your hopes and aspirations. Next, a Strategic Financial Plan is developed to guide the implementation and management of your investment portfolio.

Your portfolio will be managed:

  • In accordance with the Asset Allocation (risk tolerance) established in your Strategic Financial Plan.
  • Using, but not limited to, high quality, no-load, mutual funds (actively managed, as well as passive), Commodity Futures investments and other securities which would be consistent with and compliment your Strategic Financial Plan.
  • Reviewed quarterly with you to discuss performance, adherence to asset allocation as set by the Strategic Financial Plan and various domestic and global economic conditions which are likely to impact your financial objectives.

Contact us for more information.