Investment Management
We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices.
From setting up a savings account to planning for a child or grandchild’s college education and from establishing an IRA to creating retirement income distribution strategies for a six or seven figure 401k, we do it all and customize portfolio strategies for every stage of your life.
We also specialize in commission free, fee based investment management and partner with many institutional managers that an individual alone would have to meet a portfolio minimum of $5-15 million dollars in order to access. Our twelve investment strategies offer three different approaches. We have a tactical approach for those wanting downside risk protection in major market declines which responds by moving to cash. There is also our buy and hold traditional approach, and a hybrid version of the two. This creates twelve different portfolio options to fit virtually any need.
With the U.S. markets at an all time high, we believe that those who are interested in our tactical strategy (downside protection) of management for their investments will find that now is a great time to make the switch to this strategy of management to help protect their gains. Call our office at 830-609-6986 if you do not have tactical management for your accounts to find out how to get started!
What is commission free, fee based advice and how does it benefit you?
Fee-only financial advisors are registered investment advisors with a fiduciary responsibility to act on behalf of their clients’ best interest.
With this type of arrangement you are personally paying the advisor, not a brokerage firm, mutual fund, or annuity company. Therefore, fee based advice has a tendency to take away any potential conflict of interest that could occur. All fees are transparent and are either hourly, flat, or based upon a percentage of assets under management.
Many Registered Investment Advisors like Christian Financial Advisors are dually licensed, meaning that they can offer commission based or fee based services. Sometimes, a commission based product may be the best choice as long as the client understands all of the cost involved.
* Investing involves risks including loss of principal. No strategy assures success or protects against loss in periods of declining values.
Check out other articles from our September 2016 Newsletter
Personal Financial Planning
Financial planning is a key part of wealth management and a service offered to our clients as a benefit of doing business with Christian Financial Advisors.
Planning For Retirement
Did you know that Christian Financial Advisors offers a variety of services when it comes to retirement planning? Learn more about these services!
Investment Management
We work hard to tailor the most appropriate portfolio strategies to our clients’ situations without using a “one size fits all” approach.
BRI – How It Is Just Like Voting
Learn more about Biblically responsible investing and how it is similar to the way that we choose to vote.
Tips & Tricks From Athena
See what financial tips and tricks our favorite chocolate lab has to offer when it comes to advice on saving!
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.