The Friedman Peters Group employs a top-down strategic planning approach to managing our clients' wealth. Our job is to help manage risk and grow assets responsibly in order to achieve client objectives. We help clients domicile assets in the optimal trust and estate structures to help minimize taxes, shelter assets from probate and preserve beneficiary entitlements. Strategically, we allocate assets to help maximize portfolio return potential while minimizing risk. This allows us to make the tactical decisions that help add to performance. The concept is to create a balanced portfolio where risk is managed through prudent diversification.
Our planning-based, customized approach begins with a detailed cash flow analysis that lets you know where you stand relative to your goals. We present this to you in a single yet customized wealth plan. This analysis assesses the probability of achieving your goals through a variety of scenarios. We establish what you have, your risk tolerance and how your assets should be allocated to help achieve the highest likelihood of success. After assessing your individual financial goals, liquidity needs, time horizons and risk tolerance, a frame of reference is established for the strategic asset allocation.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
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As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
