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How We Work. Investment Management.

At Managed Financial Services we have always been big believers in the benefits of utilizing different investment strategies within a client's portfolio in order to minimize risks, and maximize returns with the purpose of helping our clients achieve their financial goals. To attain these goals we may utilize a combination of strategies based on a client's objectives and risk tolerance. In general, these strategies are either more tactical in nature or based on traditional buy and hold asset allocations.
Initial Interview. 

Often people think that investment planning is an event, like drafting a will, but it is a process-an ongoing process. You are at the first step in that process which begins with a discussion about your financial values and objectives. Our team encourages a complimentary get acquainted meeting to explore an overview of your situation, and to fully disclose how we work and answer any questions that you may have. Subsequently, if you decide to enroll our assistance, we will take a confidential review of your present financial situation before beginning a formalized strategy to accomplish your goals.

Reviewing CVs
Regular Reviews. 

An important issue we address with our clients is the frequency of future meetings. While your various product providers continue to supply regular updates and reports, they cannot relate performance to personal goals; nor can they communicate the impact world events and regulatory changes could have on your plan. Your circumstances will change, and possibly some of your priorities. We need to review these changes frequently in order to measure the ongoing effectiveness of your plan.

Trading Graphs on Computer Monitor
Financial Trading System. 

The foundation of Managed Financial's trading system is very sound ... Thorough analysis provides the basis for sound portfolio management.


The concept is simple, but the mechanics are complex. Our trading system ranks assets daily to help determine which investments are competitive both with their peers, and relative to market indices. In this way, we manage based not on what experts' think the funds may do in the future, but on what they are doing today.

We seek to buy competitive investments, and we make sure that they match our investors' financial objectives.
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