Investment Management Services

While financial planning provides the foundation for future prosperity, reaching one's financial goals also depends on effective investment management. As financial markets have grown more complex and volatile, the process of evaluating investment opportunities and deploying one's assets has become increasingly challenging.

For those who would like ongoing assistance with their investments, network affiliated advisors provide fee-only professional asset management services. Clients utilizing money management services through our advisors will benefit from a superior investment platform, which combines flexibility with sound investing principles. Our approach to investing draws heavily on four key concepts:

Modern Portfolio Theory - Removing emotion from investing is difficult. Modern Portfolio Theory (MPT) is a scientifically derived approach to investing that focuses on long-term, risk-adjusted performance. Among the economists contributing to MPT's theoretical foundations are several Nobel Prize winners.

Objectivity - Advisors participating in the network work on a fee-only basis. The fee-only approach eliminates the conflicts of interest which may accompany commission-based products, and allows advisors to make objective investment decisions.

Low Cost and Choice - Through dual affiliation with Charles Schwab and SEI Investments, network members have access to a wide selection of cost effective investment vehicles.

Tax Efficiency - After-tax investment returns are the most important measure of portfolio performance. Advisors affiliated with MedCentric offer a choice of premium tax-efficient asset allocation options.

For more information on personalized asset management programs, contact your local MFN affiliated advisor.