© 2016 Wharton Business Group l 110 N. Phoenixville Pike, Malvern, PA 19355
Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.
Introduction: Values Conversation & Goal Planning
Financial Discovery: Benchmark Current Financial Situation
Develop Strategy: Analyze Information & Create a Plan
Present Plan: Review & Analyze Information with Client
Implementation of Plan: Execute the Client Plan
Monitoring the Plan: Update & Revise Plan Periodically
Determine Investment Objectives & Risk Profile
Evaluate Current Investment Portfolio
Set Asset Allocation Policy
Select Top Money Managers
Report Results
Rebalance the Portfolio
CLIENT BENEFITS: Develop a specific investment strategy that matches your investment objectives, time horizon and risk profile. Reduce overall risk and enhance return through broad diversification by asset class and style. Access top mutual fund and institutional money managers through independent research. Continuous active management and monitoring of portfolio.
PURPOSE OF OUR SIX-STEP PLAN: To efficiently use our clients’ time, our six-step planning process allow our clients to be part of planning their future. Through our contract monitoring process, we provide our clients with sound strategies for achieving set goals and objectives.