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Investment Planning
Investment Planning is the first phase of Olympic Wealth Management’s two-phase planning process.
At Olympic, we believe that delegating portfolio management to a team of experienced specialists is worthwhile and effective. Our 20-plus years of advising investors has shown that professionally-managed investment plans help:
- Create a broader, better-diversified range of investment opportunity
- Control risks that jeopardize financial security
- Remove fear and euphoria from investor decision-making
- Improve tax control where applicable
- Promote fee transparency
- Reduce stress/complexity and save investors time
Once you’ve become interested in working with Olympic, key information is obtained about your spending goals, views on inflation/volatility, and other preferences. This data is then used to generate a written investment proposal containing:
- Specific details on the recommended investment(s)
- Reasons why those investments are believed to be appropriate, and
- Complete pricing information, expressed both as a percentage and estimated dollar amount, summarized on a single easy-to-read page.
Upon approval, your next step is to sign account opening documents and fund investment accounts with our custodian, Charles Schwab & Co. Inc. All managed portfolio strategies are accessed through Olympic’s platform manager, Envestnet Asset Management.
The number one determinant of long-range financial success is not the performance of investments. It is the behavior of investors.