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 HK Financial Services to construct investment portfolios suited to your goals, time horizon and risk tolerance. Our advisors will help you develop a personalized investment strategy that will minimize risk and maximize returns.
Investment Advisory Committee
HKFS utilizes an experienced Investment Advisory Committee (IAC) to manage the investment landscape for our clients. The IAC consists of several highly-experienced and highly-credentialed industry leaders who meet monthly to review economic and market conditions, review and adjust stock and bond models and monitor investment vehicles.
5-Step Investment Process
- Develop an appropriate asset allocation based on your goals, objectives, timeline, situation and risk tolerance.
- Diversification of bonds, stocks, alternatives and cash management.
- Select and monitor investments.
- Rebalance to optimize games or losses.
- Review and adjust progress towards goals and objectives.
Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Yeo & Yeo Wealth Management. Neither HKFS nor Avantax provide tax, accounting or legal services.
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.
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