Our Investment Management Process

We Keep Investment Management Personal

Payne Wealth Partners sees investment management as a process of building and continually adjusting your portfolio to stay consistent with your personal situation and financial goals. Investment management considers your income tax situation, risk tolerance and risk capacity.  These highly personal measures are then integrated with big-picture asset allocation factors such as economic conditions, market fundamentals and appropriate investment selection.

Here is how our individualized process compares to a similar sounding, yet quite different process: investment selling. In that format, the process begins with the product (“You really ought to buy some of this great XYZ Fund”).  The broker then tries to sell you on the merits of the investment so you will buy what he is selling. In contrast, our investment management process begins with our client and ends with the product (“Now that we deeply know your complete personal and financial situation, we will take the steps to invest”).

We believe the investment management approach is best for our clients, while leaving the investment selling approach for the brokerage salesperson.

What you will experience with our investment management process…

Your situation will be understood deeply

You will have a written investment plan

Your portfolio will be diversified

You will have a more tax efficient portfolio

You will receive informative timely reporting

Key features of the Payne Wealth Partners Investment Process…

We operate by committee

“Eat our own cooking” philosophy

Safety of your money

Advantages of our independence & full disclosure

Related Articles…

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Our Wealth Planning Process

Our Investment Management Process April 29, 2012

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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