A Team Approach
At Jordan Dechtman Wealth Management we believe that the asset management process is best served by a Team approach. Our internal Investment Committee consists of experienced Financial Advisors. Review our Advisors credentials and you will see an extensive list of the financial planning designations, including some of the highest attainable in our industry. The formal decision-making process is designed to minimize the potential for individually skewed assumptions, thus providing the benefit of a synthesis of expert perspectives. In our experience, a Client-centric Team approach can yield substantial advantages.
Quantitative vs. Qualitative Metrics
Our commitment to a well-researched, academically sound asset management methodology sets Jordan Dechtman Wealth Management apart from other Denver, Colorado based asset management firms. As part of our asset management approach, we rely on both quantitative and qualitative metrics to identify the investment tools necessary for creating a well-balanced portfolio for our Clients. The quantitative analysis we conduct includes a series of statistical parameters that our team of Financial Advisors uses when selecting the investment tools that best suit our Clients’ objectives. We supplement our quantitative analysis by incorporating qualitative factors that assist in aligning our asset management strategies with our Clients individual portfolios. While overall returns are an important consideration, we believe that risk-adjusted returns provide an important perspective into a portfolios performance, especially in a good market.
Strategic Portfolio Reviews
We understand that an investment portfolio is a dynamic, rather than a static entity. In order to optimize portfolio performance, we believe that it is essential to continually monitor our Clients portfolios and to engage our Clients in conversation regarding their personal situation, financial goals and the performance of their portfolio. In our experience, scheduling periodic reviews of Client goals and updating assessments of Client risk tolerance relative to their current portfolio allocations forms the basis for strategic portfolio rebalancing.
Schedule an Appointment Today
Please contact us to schedule a no-obligation appointment for a complimentary review of your
investment or retirement portfolio. Call us at 303-741-9772 , email us at email@example.com or submit your information online now.