Strategy

Strategy. Based on the initial financial assessment which is part of the FlaniganWMG process, William will develop a financial strategy that mirrors the client’s overall goals. The strategy will be based on the client’s past investment experience, the amount of risk the client is prepared to assume, short and long term liquidity needs, and personal preferences for financial instruments and sectors. Throughout this process, William will evaluate the client’s priorities and preferences against their existing portfolio and identify potential gaps. William will then align the client’s unique target risk profile with client preferences and explain the trade-offs of each strategy. Based on the client’s preferred strategy, William will customize a portfolio that reflects each client’s unique investment interests, priorities, and goals.

And because each client’s objectives and needs are unique, their investment portfolio will be too. Clients can be rest assured that their investments are everything but generic and are created using extensive fundamental and technical analysis rather than a standard model available for anyone to use and copy. William will continue to monitor and adjust each client’s investment portfolio as their life priorities and market conditions change and communicate with clients as new opportunities present.