Investment Management

What you get.

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Confidence in Investing

Working with a fiduciary is nice because they’re legally required to make recommendations that are in your best interest. That part should be a no-brainer. Beyond that, let’s communicate regularly to review opportunities and minimize surprises.

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Objectivity in Investing

Fun fact: missing even the 10 best days in the market over the past 20 years would have cut your returns in half. Maintaining perspective when markets get emotional is valuable. Let’s make certain that short-term market volatility doesn’t cost you serious money over time.

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Excellence in Investing

Fewer than 1% of advisors are CFA® charterholders due to the rigorous requirements. If you’re paying for professional management of your investments it may be worth considering working with one. GoalBridge clients do.

GoalBridge builds and manages custom portfolios for clients using a Core-Satellite investment approach.

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Core

Providing cost-effective exposure to broad asset classes

Focused on long-term strategic asset allocation

Generally responsible for the majority of total portfolio returns

Incorporates Exchange Trade Funds (ETFs), Mutual Funds, Structured Investments, etc.

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Satellite

Seeks to enhance risk-adjusted portfolio returns
Focused on tactical opportunities
Helps clients remain engaged with what they own
Incorporates Sector ETFs, Company Stocks, Options, etc.

The GoalBridge Approach to Investing.

Work with GoalBridge

As a client of GoalBridge Wealth Management, you receive proactive investment advice specifically tailored to your needs and interests.

Call (920) 750-7262 or fill out the following form to get started.