Helping our clients to achieve their goals by building and maintaining wealth is our top priority when it comes to asset management
As fee only financial planners with a fiduciary responsibility we always put our clients’ needs, goals and risk tolerance in clear focus.
We strive to help our clients create well-balanced portfolios that are in line with each clients’ unique goals and values.
Clients at Natural Bridges Financial Advisors have access to a wide range of investment products, including funds offered by Dimensional Fund Advisors (DFA), leaders in highly researched, cost effective and time tested strategies to help clients achieve optimal asset allocation.
Natural Bridges Financial Advisors offers asset management services to our annual retainer clients only.
Functional Asset Allocation for Growing Your Net Worth
Most financial planners and investment advisors focus on your investment portfolio and its performance against various indexes. While your investment portfolio is important, it’s only part of the picture. Your overall net worth is a much better measure of your financial well being and your ability to achieve your goals.
Functional Asset Allocation is a holistic approach to net worth management and growth. Its most basic premise is that there are three major categories of assets – interest-earning, real estate, and equities – and that each category has a fundamental function or purpose.
Interest Earning – Cash savings and Bonds
Real Estate – Personal Residence, Investment Real Estate
Equities – Domestic and International Stocks
At Natural Bridges Financial Advisors we strive to help each client achieve their unique goals through will well diversified portfolios that are part of the larger picture of Functional Asset Allocation.