Canella Financial Group
Our Investment Process
Before we begin developing your investment strategy, we take the time to understand your unique situation and goals through our proprietary discovery process. We define your investment strategies by reviewing your time horizons and risk tolerance against your goals. Then we develop a unique Investment Policy Statement that guides us as we allocate your assets over various investment categories. This process of Asset Allocation is a strategy of repositioning assets within a portfolio to optimize the portfolio performance by balancing returns for a given level of risk. This process is usually done using the historical performance of the asset classes within sophisticated mathematical models.
Once your strategy is established we carefully monitor your progress, providing you with quarterly reports that summarize your portfolio performance and activity. We make periodic adjustments to ensure that our strategies stay on track with your dreams and goals.
Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or greater or more consistent returns.