Our Approach

Continuum Wealth Management's primary investment methodology is strategic asset allocation.

We utilize a global investment strategy to create customized, diversified portfolios with the goal of providing less volatile, risk-adjusted returns in a long-term, tax-efficient manner.  The core of our asset allocation approach is structured with low-cost index and actively managed mutual funds and ETFs (Exchange-Traded Funds).

We design and regularly monitor portfolios with the current economic environment in mind.  We consider inflation, deflation, market valuations, and investment styles as we construct your portfolio as well as make ongoing rebalancing decisions.


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Affiliations CFP Phoenix