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We strive to deliver highly personalized service by following an investment strategy customized to your particular needs.
Developed over numerous market cycles, MMFS and our strategic investment partners follow a disciplined, methodology that focuses on company fundamentals rather than market timing, long term investing instead of short term trends, and proper asset allocation versus speculative bets.
Client portfolios could be populated with products across a wide spectrum of asset classes and industry sectors such as individual stocks, bonds, and other investments. When appropriate, we supplement these holdings with real estate and limited partnerships. In addition, techniques are applied as needed to hedge against volatility.
In every case, however, we work very closely with our clients to create an investment strategy that fits their needs and is consistent with their financial plan. Our personal concern for your financial well-being is a cornerstone of our business.
This includes consideration of:
In this step, we examine:
Here, we create our written plan for managing your personal portfolio. The IPS provides you with a written roadmap that reflects our findings from Steps 1 and 2 and describes how we will manage your investments.
At this time, we will:
This ongoing phase includes: