Investment Management

UNDERSTANDING & MANAGING YOUR INVESTMENTS

We believe in long-term investing in asset allocation models based on your
time horizon, risk tolerance, and tax sensitivity. Asset allocation means
being diversified across many asset classes and sectors.

Time horizon refers to how long you plan to invest before either liquidating
all or drawing a percentage out systematically. Risk tolerance is how you
feel and react when the account drops due to market volatility.

Tax-sensitivity has to do with being aware of your tax liability and bracket
with regard to investing in non-retirement accounts Depending on all of
these factors, we can design a custom model for you.

BELOW IS A LIST OF
ACCOUNTS WE SERVICE:

  • IRA
  • ROTH IRA
  • TRUSTS
  • TOD
  • SIMPLE IRA
  • SEP IRA
  • Old 401(k)
  • ESA
  • 529

For answers to these questions and other questions that you may have, contact us today to schedule a no obligation consultation. Call (503) 894.9671 or by email at Forbes@CreekStoneFC.com.