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Project Description

Spahr Financial Group practices passive investment strategies and asset allocation by focusing on broad & deep diversification. Our primary goal is to provide the opportunity to achieve the best risk-adjusted return for each client.

We accomplish this by reviewing both written and verbal risk data survey which includes, but is not limited to: time horizon, risk tolerance, age, projected retirement, financial position, annual income, and cash flow analysis. After discovery and current client position have been reviewed, we complete the Investment Policy Statement design, construct and implement a diversified portfolio, and provide ongoing monitoring and review.

Project Details

  • 24 December