Investments

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We often hear the question, “Is this a good investment?” Until we receive further information our response will always be “It depends.” Rather than talk of good investments, or bad investments, we should think in terms of “suitable” investments. Investors have different goals, risk tolerances, time horizons, past experiences and much more that make them unique. An investment that might seem exciting and totally appropriate for one could be terrifying for another. Putting money in a bank account earning a percent or two of interest might help someone sleep easy, while others would be completely unsatisfied with the thought of such low returns.

Despite every investor being unique, many investment firms only offer a handful of portfolio options based on a few risk categories such as conservative, moderate and aggressive. We believe that the unique needs and wants of each investor go far beyond risk categories and as such, each deserves a more personal approach. For this reason we have implemented systems for allocating and managing investments on an individualized level. At Wyson Financial, we create and manage portfolio allocations for each client. In so doing we have access to a wide range of investment options that include, but are not limited to:

  • Stocks
  • Bonds
  • Income products
  • Savings Accounts
  • Alternatives
  • Real Estate
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts
  • Insurance products
  • Annuities
  • Options
  • And Many More

Everything in the above list could be considered “Good” or “Bad” depending on how and where they are used. By getting to know our clients first, and then keeping up on their changing lives, we have the opportunity to recommend investments we feel are suitable for their unique needs. As a team of CERTIFIED FINANCIAL PLANNERTM practitioners we always seek investments that are in the best interests of our clients. We will always clearly inform our clients when we are acting as fiduciaries.