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Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
Drawn to a more frequent publication? Subscribe to our Weekly Market Report, a short emailed piece containing news of interest and updates on the financial markets.

Investment Consulting

At Partners Wealth Management, our professionals work with you to deliver an integrated and holistic planning approach that ties multiple strategies into an overall plan. Looking at your financial “big picture,“ we'll help you select and implement the most appropriate investments, insurance, and benefits, and analyze your investment decisions in the context of other planning and product decisions. Our investment consulting services are based on five key ideas:

1.     Markets Work: Our research is based on the Efficient Market Hypothesis. We base our advice on academic research and economic logic, not forecasting or intuition. We rely on discipline, and we focus on factors in our control rather than listening to the noise of the financial news. By using a disciplined and systematic approach to investing, we take emotion out of decision-making.

2.     Risk and Return Are Related: It is our job to manage risk. Market returns are out of our control. Empirical evidence suggests that very few active money managers can beat the market over the long-term, and it is impossible to predict which manager will outperform. Higher returns require taking additional risk or combining investments with different risks to try to limit risk while adding return.

3.     Diversification* is Essential: Global diversification is paramount to successful investing. Our portfolios give investors exposure to global financial markets. Through broad diversification, we strive to eliminate the “uncompensated” risks associated with holding too few securities or being too heavily invested in any one sector of the economy.

4.     Alternatives to Equity And Fixed Income Securities: In certain circumstances, alternative investments with low correlation to traditional equity and fixed income markets can further diversify a portfolio.

5.     Client Service: Our service sets us apart from other advisors. At quarterly meetings, you’ll hear our perspective on the current market environment and receive an assessment of your ability to achieve your goals. As a result of our discussion, your ability to tolerate investment volatility is adjusted based on your evolving time horizon, and we rebalance your portfolio based on these changes.

* Diversification does not protect against loss of principal.

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