Investment Philosophy

The Remey Wealth Advisory Group can serve you effectively once we understand your financial circumstances and investment goals. We will guide you through the following steps to help create a comprehensive financial plan that works for you:

Step 1: Data gathering

The investment process starts with our gaining a comprehensive understanding of your financial resources, liabilities, and objectives, including your investment horizon, risk tolerance, and long-term goals. We work closely with Stifel’s Wealth Planning department to create a report that combines goals-based guidance with sophisticated statistical modeling to generate an effective, easy-to-understand way to help you pursue your most important goals.

Step 2: Developing your asset allocation strategy

Through the use of strategic asset allocation, we utilize the tenets of modern portfolio theory to structure your optimal portfolio. An optimal portfolio is designed to represent the greatest return potential for a given amount of risk. Adhering to an asset allocation strategy can allow emotion to be removed from investing. We specifically construct an asset allocation model to enhance the potential for better returns and lower overall portfolio risk while simultaneously positioning your portfolio to take advantage of investment opportunities.

Step 3: Selecting investments

There are a broad array of investment and financial products available in today’s marketplace. We will identify a combination of specific equities, fixed income instruments, as well as internal or external professional money management sources to develop your recommended investment plan.

Step 4: Periodically review portfolio with you

We will meet periodically to review your portfolio with you and ensure that its performance and relevance remain in line with your expectations and goals. As your life continues to evolve and change, we will adapt your strategy to align with your life events.

Asset allocation does not ensure a profit or protect against loss.