Investment Management

We lead with solutions, not products. This is the foundation of our investment management philosophy. As your financial steward, our goal is simple: to help you grow and protect your assets. At CFO4Life, our investment management process begins with understanding your goals. What do you want to achieve? Before making recommendations, our advisors build comprehensive and customized strategies that take into consideration such things as your unique risk tolerance, your family and employment situations, and more.

Your goals guide our team of professionals as they perform a comprehensive and thorough analysis. Only when this is complete do they begin to select the investments with your best interests in mind, free from all proprietary products and bias. Our investment strategies incorporate traditional and alternative investments, goal-based asset allocation and an after-tax focus.

Click here to see a sample assessment of a portfolio
Click here to see how we stress test our portfolios to prepare for a variety of market events

The Morningstar Portfolio Assessment and Hidden Levers Risk Assessment are provided as examples of available performance and portfolio risk assessment reporting. These materials are not in any way to be considered representative of any CFO4Life portfolio, the performance of any CFO4Life portfolio or the risk profile of any CFO4Life portfolio.