Add Specific Sentences. Tactical Investing, Holistic Financial Planning, Maybe remove Fix Income -> May not last ,

The vast majority of financial advisors only focus on a small portion of Wealth Management developing extpertise in either the Planning, Investing or even Protecting. In todays Volatile and risky markets we know that isn't good enough.

At M1 Capital Management we take a holisitic approach to Financial Management. Combining proactive Asset Management, Financial Planning, and protection were able to optomize our clients Financial Outlook.

The First thing we do for our clients is create a customized Financial Road Map. This charts out their goals, risk sensitivity and time horizons specified by each client. Many other firms just lump clients into grouping based on age and make assumptions about variables like retirement age, college costs and more.

Next we manage your investments by continually monitoring the markets for risk, and will position portfolios in a timely manner to best withstand turbulence. On the other hand, we don’t hesitate to take advantage of compelling opportunities where the risk-and-reward calculus is compelling. Our aim: To minimize market losses while capturing as much gain as prudently possible, in order to protect and grow our clients’ money with maximum efficiency.

And while most advisors turn over the actual investing to far-away money managers or mutual funds, we are hands-on investors. We do our own research, and personally buy and sell individual securities for client portfolios through a robust, open-architecture investment platform.

Not only does this approach make us more accountable to our clients, but we believe it’s also more effective in helping them succeed. After all, it's the advisor that best knows the client.

(OLD ) They create an investment strategy, build a portfolio and rebalance investments over time. In today’s volatile and risky markets, we don’t think that’s good enough.

We continually monitor the markets for risk, and position portfolios in a timely manner to best withstand turbulence. On the other hand, we don’t hesitate to take advantage of compelling opportunities where the risk-and-reward calculus is compelling. Our aim: To minimize market losses while capturing as much gain as prudently possible, in order to protect and grow our clients’ money with maximum efficiency.

Secondly, we create customized investment portfolio strategies for each client based directly on the goals, risk sensitivity and time horizons specified in their comprehensive financial plans. In contrast, many firms offer just a few “model portfolios,” lumping their clients together in general groupings.

And while most advisors turn over the actual investing to far-away money managers or mutual funds, we are hands-on investors. We do our own research, and personally buy and sell individual securities for client portfolios through a robust, open-architecture investment platform.

Not only does this approach make us more accountable to our clients, but we believe it’s also more effective in helping them succeed. After all, it's the advisor that best knows the client.