Investment Planning

At Blattel & Associates, we believe a personalized investment strategy is essential to your long-term financial security. Our goal is to develop appropriate, tax-efficient, highly diversified asset allocation strategies to help minimize risk and optimize returns—all with an emphasis on preserving and growing your capital.

 

Our approach to investment planning includes developing a customized program built to address your individual financial situation, and identifying an appropriate mix of investments that is consistent with your values and goals, your comfort with risk, and your current time-horizon and assets. We utilize researched strategies and access to institutional-class money managers and investment vehicles to put your customized plan into action, working closely with you to help you understand the trade-offs between potential return and inherent portfolio risk. The resulting investment strategy will serve as our baseline. Together, we will decide if and when changes are necessary, always striving to achieve your long-term financial goals.

 

Our investment planning services include:

  • Personal assessment of your goals, objectives, and tolerance for investment risk
  • Detailed asset allocation modeling and portfolio structuring
  • Analysis of third-party investment firms
  • Consistent and predictable reporting of performance, risk, and attribution
  • Ongoing monitoring and regular rebalancing of your portfolio
The articles and opinions on this site are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your advisor with regard to your individual situation.
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Robert Blattel is a CERTIFIED FINANCIAL PLANNERTM practitioner. The partners of Blattel & Associates are not registered in all states. Please contact us to verify availability in your state. This is not an offer to buy or sell any security.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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