Investment Management

If you’re looking to build up your assets to create peace-of-mind for your family today and into the future, investing wisely is one of the top ways to get there. That’s why it’s essential to think about saving and investing as part of your overall financial goals. Your Kaufman Rossin Wealth advisor can help you develop an investment plan and determine the asset mix that best fits with your needs, goals and values.

Understand your goals and aspirations

We will work with you to understand your needs, aspirations, values, investment preferences, and how much risk you’re willing to take to achieve your vision. This candid conversation is the foundation for developing an investment strategy that encompasses your short-term and long-term financial goals.

Create a personalized plan

Once we understand and clearly define your objectives, our wealth advisors apply their expertise, team-based knowledge, innovative tools and efficient techniques to build a portfolio that’s designed to help you achieve success. Together, we will develop a personalized Investment Policy Statement to keep your plan consistent with your goals.

Build your customized portfolio

We will build your custom asset portfolio by selecting investments from a group of products designed to give you the best opportunity for attaining your goals. We combine our investment strategy capabilities and perform extensive research to determine the right investment products for you.

Manage your risk and opportunities

At Kaufman Rossin Wealth, risk management is an important component of our asset management approach, and we understand the importance of market performance in helping you achieve your goals.

The market is constantly fluctuating, so we look for opportunities in the market as we monitor and review your portfolio, and make adjustments to match your goals and evolving needs. By effectively managing your risks and opportunities, we can help mitigate your risk of down-side returns, and helping you to reach desired returns.

When you work with a Kaufman Rossin Wealth advisor, you benefit from a team of professionals who will work with you to find a balance between your goals and your comfort level with risk. We are committed to helping you develop a customized investment program designed to maximize your financial success, now and in the future.