Shielding Portfolios from Unnecessary Risks
Profit & Protect Investment Process
The Franklin Wealth Management investment models are discretionary managed accounts that allow us to pro-actively adjust to market conditions. Enjoy the difference of working with a Fee-Only wealth management firm and relax knowing that many of the brokerage conflicts and proprietary product issues have been eliminated.
Profit & Protect Investment Process
Step 1: Create dynamic diversified portfolios based on asset and sector classes where we see improving fundamentals, value and momentum.
Step 2: Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.
Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.
Step 4: Track and monitor various catalysts to help enhance the investment entry and exit decision process.
Step 5: Reassess portfolio cash flows and family risk parameters as often as every 6 months in concert with our tax strategy.