Key Concepts

Key Concepts

"Life is More" Philosophy

Clear, straightforward financial advice reduces the stress of investing so you can enjoy life more fully

Stewardship

We invest your money as we invest our own money – in fact, we invest in the same portfolios as our clients

Ethics

We align our interests with yours by providing fee-based portfolio management rather than “selling products”

Peace of Mind

Funding your future financial goals with “pension-style” investing and an expert financial consultation

Holistic Financial Advice

Your unique circumstances inform your investment plan which guides your portfolio

"Pension-Style" process

Focusing on the investment process designed to meet your long-term needs as they evolve 

CommonWealth Model Portfolios

Our professionally managed multi-fund portfolios create demonstrable value for you

Comfortable Investing

Financial strategies smooth out your investment experience over the long term

Risk-Adjusted Returns

Comparing investment performance to benchmarks relevant to your personal situation

Tactical Investing

Fund managers decide to increase or decrease exposure to equities to manage market risks

Defensive Strategies

Diversification tools in our pension-style portfolios that manage your downside risk

Alternative Mutual Funds

Mutual funds that incorporate hedging strategies to alter their risk-return profile 

Transparency

Complete, detailed analysis of performance including risk, returns, and costs 

CommonWealth Financial Strategies