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 mutual funds and ETFs (Exchange-Traded Funds).

We understand that large investment losses can derail your future lifestyle goals and retirement dreams.  We structure portfolios in an attempt to avoid large losses and create a smoother ride through down periods.  Our goal is to take on no more risk than is needed to achieve your retirement goals.

We provide investment management that is customized to your personal, unique situation.  We have no "cookie cutter" or "model" portfolios.  We will have discussions about your:

  • goals
  • objectives
  • values
  • desires
  • tolerance for risk
  • need for risk
  • financial needs
  • time horizon
  • tax situation
  • life experiences

Investment Plan

Once we have an understanding of your financial situation and desires, an investment plan is drafted to propose the specific investment allocation to be utilized.  Once the investment allocation is approved, we will proceed in implementing the approved allocation over the time period noted in the investment plan.

Quarterly Performance Reports

Each quarter you will receive appraisal and performance reports.  These reports allow you to see how your portfolio is performing on an ongoing basis.

Ongoing Portfolio Management

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.

Quarterly Article

We write a quarterly article on various investment or financial planning topics that allows for discussions as it relates to your financial situation.

Learn about our retirement planning service