Investment Management

Of all the areas that financial planning covers, investments are the one most out of our control, but that doesn't mean that you can't still take actions to avoid downside risks. Looking at risk from a need versus want perspective ensures the correct balance between preserving assets during periods of turbulence and growing them in times of prosperity. We also specialize in managing employer stock options and restricted shares where we work with you to craft an appropriate liquidation strategy that minimizes taxes and maximizes your benefit

• Run a full risk profile to determine your need, willingness, and ability to take on risk
• Create custom asset allocations tailored to your needs and goals
• Perform periodic rebalances and reallocations as needed or if new opportunities arise
• Planning for exercise and liquidation of shares of employer stock or stock options
• Advising on asset allocations in outside investments including 401(k) and 403(b) accounts
• Reviewing current portfolio holdings and allocation
• Helping freelance or self-employed workers maximize their 'employer' contributions
• Developing a crater list and being prepared to act on it when the time comes

Staub Financial is here to help you make the most of your investments. Contact us today to learn more about our investment management services.