We’ll help you create a plan consistent with your goals, time horizon, and risk tolerance.
Flick Financial offers access to passive and active fee-based investment management solutions for clients looking to outsource the day-to-day decisions related to portfolio construction, security selection, monitoring, trading, and tax management.
Portfolio Construction
From deciding what percentage to allocate to broad asset classes like stocks, bonds, real assets, and cash to determining which specific areas of the market you should be invested in and what type of security should be used for that exposure, we’ve got you covered.
Security Selection
We select each security based on a rigorous screening process and replace it when market conditions change or research uncovers a better option. Now you can read reviews for restaurants or resorts and leave the investment research to us.
Monitoring
Paying attention to daily trading volume, corporate earnings reports, interest rate spreads, and leading economic indicators is important, and we have the resources to do it. We’ll use our time and technology to monitor events that could affect your progress so you can focus on other things.
Discretionary Trading
Has your portfolio been updated while you were cutting the grass, taking a nap, or traveling for vacation? Now it can be. When it’s time to make a change in your account, we’ll make it for you, and we’ll take care of all the technical details from order entry through trade execution and settlement. No phone calls, no paperwork, no problem.
Tax Management
Inefficient tax management can diminish investment returns in taxable accounts. We use tax-free and tax-efficient investments combined with asset location strategies* in an effort to minimize your tax liability and make your money go further.
*Asset location strategies are typically for clients with more than $1 million in investments.
**Asset allocation strategies do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved.
