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Investment Process

At Callesen Wealth Management, we believe client portfolio management is a process … not a destination. Today’s financial markets receive and digest information faster than ever. This makes a rigorously defined and proactive approach the most prudent way to manage your irreplaceable capital.

We take a long term view to investing. We know that the “buy, hold and hope” strategy that worked so well in the 1980’s and 1990’s has not served many investors well since the 2000 market crash. This new era of investing, unlike the 80’s and 90’s, is characterized by extreme volatility, sovereign risk, and investor uncertainty. Bearing this in mind, we developed the following steps to guide our portfolio decisions.

Our goal is to provide an assortment of strategies for investors in all stages of life, from the accumulation stage to those looking for asset preservation plans. When you work with a Callesen Wealth Advisor, we assist our clients in determining what strategies are appropriate for their needs and goals.

The Callesen Wealth Management Investment Process

Step 1: The Investment Committee reviews the technical environment. Using our proprietary “Market Navigator”, the committee seeks to learn the health of the market. Their findings will determine the recommendations of how much money to invest in the markets and how much to retain in a cash position.

Step 2: Using a process called “Stock Screening”, the Investment Committee seeks fundamental attributes of companies they find desirable depending on the portion of the portfolio the security is intended to fill. This screening process allows us to refine a universe of thousands of stocks in to a selected few to further research.

Step 3: Monitoring the portfolio is a daily task. Though changes are not made often, the investment committee keeps a close eye on economic developments of the global economy as well as specific changes within the companies we hold. From time to time, changes are warranted to maintain the risk profile of the strategy.

Step 4: Portfolio refresh is done annually. Though we try to emulate great investors such as Warren Buffett with a long term holding mindset, we realize that the goals, risk tolerance, and objectives of our own clients can be more varied. Consequently, some of the securities identified in step 2 are re-screened and updated annually to reflect the strict criteria used to identify desirable securities.

Each of our strategies include allocations to various assets depending on the risk preference and objectives of our clients. To learn about how a specific strategy may help you with your goals, call or     e-mail our office to meet with a knowledgeable Callesen Wealth Advisor.

Consideration of Risk

No one strategy assures success or guarantees protection against loss. Stock investing involves risk which includes loss of principal.