Pension-Style Process

A Clear Financial Path

commonwealth advisors group photoOur “pension-style” process allows you to invest with confidence. We select from among best-in-class fund managers to manage your money. We incorporate essential wealth preservation strategies in our portfolios that are necessary to protect your financial future. Our portfolios are managed to make your investing experience more comfortable.

When you are on the right financial path and have a solid plan to succeed, you have more peace of mind and time to enjoy life.

The CommonWealth Team

What is our "pension-style" of Investing?

  1. Our financial consultation aims to fund your long-term financial needs.
  2. Guidelines are established for your account so your portfolio is managed within your comfort level.
  3. Investments within portfolios meet rigorous criteria, following a process that adds significant value.
  4. Diversified baskets of funds combine to reduce your risk across asset class, geography, and investment style.
  5. “Alternate” mutual funds incorporate hedging strategies to actively manage your risk-reward profile.
  6. We perform regular due diligence on each of our selected funds.
  7. We compare the managers against their peers and external benchmarks.
  8. We focus on the investment process designed to keep you invested and to meet your goals.
We delegate the day-to-day investment decisions to our elite suite of professional mutual fund managers who are carefully selected for their proven management abilities. Our highly disciplined portfolios are designed to reduce the stress of investing as you navigate financial markets.
 
That’s why we invest in the same “pension-style” portfolios as our clients!

How We Work With You

We tailor our  investment recommendations to your life goals.

We monitor your investment plan closely over time.