Know and understand your options
At Birchwood Financial Partners, we’re very focused on long-term strategies and balancing risk with portfolio growth objectives. We don’t speculate or gamble with your money. We believe that it is nearly impossible to consistently predict the near-term direction of a security or of the market in general. Our objective is to design a portfolio of investments that is tailored to your financial plan, not an arbitrary index.
Our investment process aims to identify the appropriate mix of various types of assets in your portfolio and select the investment managers that we believe will provide the greatest management in that particular asset class. Acting similar to a coach, we seek out who we believe to be the best players in creating your investment portfolio. The process emphasizes the importance of the interdependence of assets in order to construct a diversified portfolio. Investment decisions and portfolio management is led by our investment manager with oversight by the principals of Birchwood Financial Partners.
We work with you to determine an appropriate level of risk for your investment portfolio and monitor it with your specific objectives and goals, providing guidance. Effectively communicating the strategy behind your portfolio is an important part of our relationship with you. Investing can be emotional. Discipline and a well-understood long-term investment strategy in times of market stress or investor exuberance can be the difference between successfully reaching your goals or not. We strive to ensure that you are comfortable with and understand how your assets are invested.