Watch now to learn more about investment planning with Olympic
Watch now to learn more about investment planning with Olympic
Listen to Eric Cumley discuss 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:
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:
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.