Cash Management & Investments

“What is a life plan? I just want someone to take care of my investments. Why doesn’t TFA just do that?” Some people think about their investments as something separate that just needs to be managed. They want to find that firm that will just maximize their investments or, maybe, they want to find an investment that will get them amazing returns.

Cash and Investments are important, but only in the context of your overall life plan. We have built our investment philosophy in an effort to take the emotion out of the investment experience as much as possible. This is one reason we focus first on something called risk capacity. “What can you afford to risk?” Rather than just focusing on risk tolerance, which changes on a regular basis depending on the way markets are fluctuating, we provide our clients with a quantifiable, objective view of what they can afford to risk. At the same time, we provide a framework to discuss and understand what risk is required for our clients plan to work.

We would be happy to show you how this could work in the context of your overall life plan. Essentially, what we want to do is build a portfolio allocation that has the highest likelihood of meeting your plan requirements. This will involve getting access to different asset classes and, where possible, using low cost institutional strategies.

If you give us a call, we are happy to take you through our client engagement process to determine if we can help, build out the first draft of a plan, and decide if it makes sense for you to become a client.

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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