Let's talk about what is important to you ...
"Superior Planning Brings the Future into the Present."… Mike Vance
Please contact me for a 30-minute free consultation/personal financial advice via Zoom.
I proudly serve clients throughout California and the nation.
Regency Financial Group
2855 Piedmont Ave.
La Crescenta, CA 91214
Tel: (818) 330 9610
Fax: (818) 369 7246
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I don't sell; I serve - Vahick A. Yedgarian
100% objectivity
We receive no commissions, rebates, or any form of compensation from banks, brokerage firms, mutual fund families, partnerships or insurance companies — our only compensation is from our clients. As a result, our advice to you is 100% objective and free from the conflicts of interest inherent in the wealth management solutions provided by some brokerage firms, banks, insurance companies and other financial institutions.
Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group. It may apply to both tangible assets such as buildings and to intangible assets such as human capital, intellectual property, and goodwill and financial assets. Asset management is a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively (Wikipedia).
After defining your financial goals, CFP® Advisor will deliver results-oriented asset management through specialized techniques such as portfolio design and asset allocation, diversification, portfolio implementation, monitoring and reporting.
Portfolio and Asset Allocation
Your objectives and personality require their own investment strategy, which should include an evaluation within the context of risk tolerance, liquidity requirements and time considerations. Your CFP® Advisor, having access to a broad range of products can provide a multitude of portfolios to give you peace of mind. The result is a portfolio design based on your objectives to provide the highest possible level of return consistent with your goals and risk tolerance.
Diversification
Since investment trends are reliable only for the fact that they could change abruptly, it is very difficult to move assets in reaction and do it successfully over the long run. By using diversification, you will have a constant representation in all the major parts of the capital markets. The primary benefit of diversification is the enhancement of performance and reduction in risk, making your investments less susceptible to loss. However, diversification of your overall investment portfolio does not assure a profit or protect against a loss in a declining market.
Implementation
Once you have a customized portfolio, performance goals are achieved through appropriate and diverse investments. Your CFP® Advisor continually tracks and re-evaluates your investments.
Monitoring and Reporting
Your accounts are carefully monitored and evaluated with the following criteria in mind: manager performance, portfolio objective comparison and ongoing assessment of needs.
Investing in securities involves risk of loss that clients should be prepared to bear.
To find out more about asset management services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.
