Investment and Portfolio Management

Your portfolio includes more than just your stocks and bonds. Portfolio management companies must take into account potential growth investments, tax and inheritance implications, and all of your financial assets including insurance, annuities, and real estate. Your portfolio must be designed to protect your family, your estate, and provide for your lifestyle in retirement.

As a portfolio management firm Safeguard Investment Advisory Group holistically creates investment and portfolio management plans to clearly identify all potential impacts on your investments. We make sure that your gains are not destroyed by poor tax planning. And we will help you make important decisions to protect your portfolio for a secure financial future. Safeguard provides experience with the following financial tools to help you reach your goals:

• Optimizing and diversifying your investments
• Evaluating and recommending growth opportunities
• Protecting your investments with risk management
• Minimizing tax liability
• Developing your retirement plan
• Managing external impacts on your portfolio
• Helping you develop sound financial priorities
• Planning charitable and family gifting
• Providing financial education and insight
• Portfolio management planning
• Managing your financial and tax accounting with our CPA services
• Making financial life decisions through estate planning, trusts, wills, reverse mortgages and other legal services with our attorney

We take the time to fully understand your individual circumstances and your objectives in order to provide a customized portfolio and asset management plan. Our investment advisors can provide you unbiased advice and work exclusively on your behalf. As a Registered Investment Advisory firm, we do not get commissions for investment advice and are not restricted to any investment product or service. We are completely independent and not affiliated with any financial firm.

Simplified Portfolio and Asset Management

Attempting to develop your own investment portfolio can be complex and confusing. And poor portfolio and asset management can put your assets at risk. In fact, there are an abundance of financial choices and new financial products to understand. Timing in an uncertain economy can add to your stress.

Working with an experienced and trusted advisor will help you make the right decisions. As your financial guide, we’ll make sure you have all of the information necessary to evaluate emerging opportunities, understand tax consequences, and manage complex personal finance issues to prioritize and reach your retirement goals. Your personal portfolio management plan will reflect your needs and values, and meet your objectives. We provide all the services you need to manage your financial health.

In addition to other investments, we are also able to help you invest in the following for diversified portfolio and asset management here in the California area:

• Cash: Certificates of deposit and money market funds (taxable and tax-free)
• Equity: Mutual funds, individual company stock and exchange traded funds
• Fixed Income: Investment grade corporate bonds and tax-free municipal bonds, annuities, preferred stocks, U.S. treasury securities, and U.S. government agency securities

Safeguard Investment Advisory Group offers investment management solutions designed to fit your needs. For more information or a complimentary tax analysis, contact our office.