Wealth Management

Portfolios That Perform

Providing our clients with portfolios that perform well in all types of markets, whether up or down is our primary goal.  Our Disciplined Investment Strategies have produced consistent results year after year, with positive results in all but two of the past twenty years. Our portfolios start with or consist of over 10,000 stocks and bonds from all over the globe, with virtually no overlap. Overlap can be best described as owning the same things, or the opposite of diversifying.  Koehler Financial Services, Inc. has truly diversified our client’s assets.  Most mutual fund managers struggle to match the long term yields of the major market indexes, the reasoning according to experts at the Wharton School of Business, is that managers tend to drift in their style (buying what’s hot) instead of diversifying their holdings, they allow too many stocks and bonds to overlap each other. Our method also takes the emotion out of building your portfolio.  We use the same disciplined approach each year, the formulas remain the same; however the results (the stocks and bonds we own) will be different.  First, we review your account daily and make tactical profit taking adjustments as needed.  We re-allocated your account according to our disciplined formulas yearly.

  NEXT