Investing can be a daunting process, from deciding which assets are right for you to measuring your portfolio’s performance. Yeo & Yeo Wealth Management works closely with Avantax Planning PartnersSM to construct investment portfolios suited to your goals, time horizons and risk tolerance. Our advisors will help you develop a personalized tax-smart investment strategy that will minimize risk and maximize returns.
Investment Advisory Committee
Avantax Planning Partners utilizes an experienced Investment Advisory Committee (IAC) to manage the investment landscape for our clients. The IAC consists of several highly experienced and credentialed industry leaders who meet monthly to review economic and market conditions, check and adjust stock and bond models and monitor investment vehicles.
Our Investment Process
Our team gets to know you and your goals, timeline, tax situation and risk tolerance. With diversification and your financial plan in mind, we consider what should be invested in the stock market, other interest-earning investments or cash.
As your asset manager, we have a team of investment professionals responsible for selecting and monitoring your investments. Following decisions made with your planning team, we continually rebalance allocations to take advantage of opportunities and mitigate risk. Together, we determine the frequency of reviews and adjustments to keep you on track to meet your goals.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.