Mommaerts Mahaney Financial Services uses a systematic and disciplined investment strategy with every portfolio we manage. And when customizing your portfolio, our first goal is to achieve your desired life goals.
The best plan is a personal plan, and so we take the time necessary to determine:
It's part of an entire planning process—documented in your personal Investment Policy Statement—and it's something we follow to the letter.
Ensuring your life's goals is the objective, but we work to reach your targeted returns while minimizing the volatility of your portfolio. We do this with individual security selection, paired with diversification across asset classes, industry sectors and geography—helping to ensure that you are not overexposed to particular economic tendencies or specific industries.
We seek to achieve your investment goals over the long-term by finding and investing in companies and products that we believe will help you achieve your necessary personal rate of return. We avoid market timing and momentum investing. We're long-term investors and we strive to add value and make a better experience for everyone.
Principle 1: Put the client's interests first
Principle 2: Act with due care and in utmost good faith
Principle 3: Do not mislead clients
Principle 4: Provide full and fair disclosure of all material facts
Principle 5: Disclose and fairly manage all material conflicts of interest
Principle 1: INTEGRITY
Principle 2: OBJECTIVITY
Principle 3: COMPETANCE
Principle 4: FAIRNESS
Principle 5: CONFIDENTIALITY
Principle 6: PROFESSIONALISM
Principle 7: DILIGENCE
At Mommaerts Mahaney, we maintain consistent contact with our clients in an effort to enhance their understanding of our investment and Financial Planning Strategy. That means daily online updates to your portfolio, quarterly performance reports that we can all understand, and telephone, email, newsletters and face-to-face discussions throughout the year.
** Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.