Our Investment Process

We act as the team captain for our client’s financial plan and are dedicated to providing strategic portfolio allocation. Many clients feel their portfolios are diversified because they own a number of different investments, but this is not necessarily a sign of proper diversification.

We analyze your portfolio thoroughly, so you understand exactly what you own, its potential volatility and how much you are paying for it.

The Credo Financial Advisors team employs a system of daily monitoring to provide current and appropriate portfolio allocation. We utilize a series of alerts to notify them of changes to client’s bank accounts, investment accounts, 401(k)’s, pension plans, options, life, long-term care and disability insurance, credit cards, real estate and business interests.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.