A durable investment strategy is adaptable and flexible while maintaining a clear vision of your short-and long-term goals. At Fortress Tactical Wealth Management, we focus on developing a portfolio that aligns with your unique circumstances and goals.
We believe in developing lasting relationships with our clients. At Fortress Tactical Wealth Management, our focus is on risk management in both the investment portfolio and retirement income plan.
We will talk about the "big three" retirement risks in our discussions:
Unfortunately, after 20+ years, I have not found a silver bullet investment strategy that achieves risk mitigation in all three areas. So, our Fortress Blueprint for building your families' financial stronghold includes a multi-strategy approach to investment portfolio management.
We work with you to define your short-and long-term goals, determine your time horizon and risk tolerance, and assess your current finances and assets. Once we clearly understand your circumstances and needs, we select a balance between the following three broad risk management strategy categories based on life-stage and goals. One strategy category focuses on longevity risk and the other two strategy categories focus on sequence of return and inflation risk.
After creating a new portfolio or revising an existing one, we monitor its performance in relation to your goals. We provide recommendations and guidance on making adjustments as your goals and circumstances, or the markets change. Contact us today to schedule a consultation.