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Our Portfolios

No one investment guarantees both the greatest returns and absolute protection from all risk. The Financial Coaching Group recognizes that your two basic goals are capital growth and preservation of capital. Everyone has their personal preference for a mix of both goals.

There are also three basic investment risks:

Our Disciplined Wealth Portfoliosâ„  are managed according to the covenants of Modern Portfolio Theory (MPT) and adhere to four key elements:

  1. Strategic asset allocation as our core philosophy as opposed to a tactical or dynamic allocation approach
  2. A commitment to broadly diversified, global portfolios with passive or passive-leaning underlying investments
  3. Strong adherence to Nobel Prize-winning academic research that has identified certain risk “factors” for which investors might expect to earn a higher return over time
  4. Use of low-cost underlying investments whenever possible

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