Investment Philosophy
Investing With Purpose - Our Approach
We work diligently so you can focus on what is truly important to you.
At Austin Manning Wealth Management, we work with you to develop a tailored strategy so that you can invest with purpose. This starts with getting to know and understand your way of thinking about money, and discovering what’s important to you. Our advisors then take what they learn and collaborate with you in the development, design, implementation and monitoring phases of your portfolio…a portfolio that is built using time-tested principles.
Investing With Purpose - Our Portfolio Process
Guided by time tested investing principles that we rigorously and consistently apply across
all client relationships, we have designed an approach to building portfolios that is efficient, risk-managed, disciplined, and tied to each of our client’s needs. We seek to bring you our best thinking, and review managers who can help us deliver upon our goal of effective and efficient management of your portfolio.
Stringent, Institutional-Style Committee and Due Diligence
We continuously explore the universe of investment options to seek investments and managers who can help us deliver upon your goals
Customized and Collaborative Process to Invest with Purpose
Strategy Development and
Portfolio Design
Client goals, values, priorities and tolerance for risk
In depth research and forward looking market assumptions
Our time-tested approach to investing and diversification
Portfolio
Construction
We may use models to help execute our strategy and proven investment principles
Monitoring and
Ongoing Guidance
We review investment options ongoing, and seek to keep clients informed and facilitate sound decision making