{"id":587,"date":"2018-08-28T16:38:30","date_gmt":"2018-08-28T16:38:30","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=587"},"modified":"2023-05-06T04:59:54","modified_gmt":"2023-05-06T04:59:54","slug":"services-asset-management","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/services\/services-asset-management\/","title":{"rendered":"Services &#8211; Asset Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; 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_builder_version=&#8221;4.16&#8243; bottom_divider_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px|||&#8221; global_colors_info=&#8221;{}&#8221; column_structure=&#8221;2_3,1_3&#8243;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; What We Do&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Asset Management<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; What We Do&#8221; _builder_version=&#8221;4.16&#8243; text_line_height=&#8221;1.9em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"no-margin\"><strong>Balancing the Need for Safety and Performance in Line With Your Personal Objectives and Situation<\/strong><\/p>\n<p>We believe that an optimal investment strategy is imperative for any financial plan. History has proven that interest-generating investments such as cash and bonds have relative stability of principal. However, they provide little opportunity for real long-term growth due to their susceptibility to interest rates and inflation. On the other hand, equity investments have clearly enjoyed significantly higher expected returns historically, but are vulnerable to more severe volatility risk in the markets.<\/p>\n<p class=\"no-margin\"><strong>A BALANCED APPROACH<\/strong><\/p>\n<p>To balance the need for safety and performance, we use several investment platforms to bridge the gap between traditional and alternative investment strategies. They allow us to identify and design the best investment strategy for your situation, as well as address questions such as:<\/p>\n<ul>\n<li>Am I taking too much or too little risk with my investments?<\/li>\n<li>Are my assets divided into different buckets to address different goals and different time horizons?<\/li>\n<li>Are my investments generating unnecessary taxes?<\/li>\n<li>Are my accounts being rebalanced so I stay within my risk parameters?<\/li>\n<\/ul>\n<p>How your personal portfolio is structured depends on a number of variables that we incorporate into your customized design. These include your current stage in the financial life cycle, risk tolerance and investment time horizons. In this way, we are able to manage your money with an equal emphasis on risk management and investment performance.<br \/>\n[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on||&#8221; _builder_version=&#8221;4.16&#8243; height=&#8221;20px&#8221; hide_on_mobile=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_video src=&#8221;https:\/\/vimeo.com\/274158824&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text admin_label=&#8221;CAPTION&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">Watch our Wealth Solutions video to discover which investment strategy is right for you.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/TPWP_vws-brochure.pdf&#8221; 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custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>513.898.9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_White_wTag.png&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.16&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc<b>.<\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Asset Management Balancing the Need for Safety and Performance in Line With Your Personal Objectives and Situation We believe that an optimal investment strategy is imperative for any financial plan. 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