Investment Management
Sophisticated portfolio management tailored to your risk tolerance, time horizon, and financial objectives. Evidence-based investment strategies with ongoing monitoring to keep your portfolio aligned with your goals.
Evidence-Based Investment Approach
At Frisco Financial Partners, we employ a disciplined, evidence-based approach to investment management for clients in Frisco, Plano, McKinney, and throughout North Dallas. Rather than attempting to time markets or chase trends, we build portfolios grounded in academic research and designed to capture long-term market returns while managing risk appropriately for your situation. We also ensure your investment strategy is complemented by adequate life insurance protection.
Our investment philosophy emphasizes diversification, cost efficiency, and strategic asset allocation. We construct portfolios using high-quality, low-cost investment vehicles and continuously monitor and rebalance to maintain your target allocation as markets fluctuate.
Every investment strategy is customized to align with your specific risk tolerance, time horizon, income needs, and financial goals. Whether you're building wealth in Frisco, managing investments in Plano, or seeking portfolio optimization in McKinney, we take the time to understand what matters most to you and ensure your portfolio reflects those priorities while maintaining proper life insurance protection.
Our Investment Philosophy
- Evidence-based, academically grounded strategies
- Strategic asset allocation and diversification
- Low-cost, tax-efficient investment vehicles
- Risk management and downside protection
- Regular portfolio monitoring and rebalancing
- Long-term perspective over short-term market noise
- Alignment with your personal values and goals
Comprehensive Investment Management Services
Portfolio Construction & Design
We design customized investment portfolios based on your unique financial situation, goals, and risk tolerance. Our strategic asset allocation approach diversifies across asset classes, sectors, and geographic regions to manage risk while pursuing returns.
- Risk tolerance assessment and analysis
- Strategic asset allocation development
- Diversification across asset classes
- Geographic and sector diversification
- Portfolio optimization and design
Ongoing Portfolio Management
Active portfolio monitoring and management ensure your investments remain aligned with your goals. We regularly review performance, rebalance when necessary, and make adjustments based on changes in your situation or market conditions.
- Regular portfolio performance reviews
- Strategic rebalancing strategies
- Asset allocation adjustments
- Tax-loss harvesting opportunities
- Performance reporting and analysis
Risk Management
Effective risk management protects your wealth while allowing for growth. We implement diversification strategies, position sizing, and risk controls designed to limit downside exposure without sacrificing long-term return potential.
- Risk assessment and tolerance analysis
- Downside protection strategies
- Diversification and correlation management
- Position sizing and risk controls
- Stress testing and scenario analysis
Tax-Efficient Investing
Tax-efficient investment strategies help preserve more of your wealth. We implement strategies such as asset location, tax-loss harvesting, and timing optimization to minimize the tax impact on your investment returns.
- Asset location optimization
- Tax-loss harvesting strategies
- Tax-efficient investment selection
- Timing of gains and losses
- Coordination with tax professionals
Alternative Investments
For qualified high-net-worth clients, we evaluate and incorporate alternative investment opportunities that can provide additional diversification and return potential beyond traditional stocks and bonds.
- Alternative investment evaluation
- Private equity and venture capital
- Real estate investment trusts
- Commodities and natural resources
- Structured products and derivatives
Investment Policy Statement
We develop a comprehensive Investment Policy Statement that documents your investment objectives, risk tolerance, asset allocation targets, and guidelines for portfolio management. This serves as a roadmap for all investment decisions.
- Investment objectives documentation
- Risk tolerance parameters
- Asset allocation targets and ranges
- Rebalancing guidelines and triggers
- Performance benchmarks and reporting
Ready to Optimize Your Investments?
Discover how our evidence-based investment approach can help you achieve your financial goals while managing risk appropriately.
Important Disclosures: Educational purposes only. Not investment, tax, or legal advice. Insurance products offered through World Financial Group Insurance Agency. Securities/investment advice available through Transamerica Financial Advisors, Inc. (TFA), member FINRA/SIPC.