Our Team Approach
Jordan Dechtman Wealth Management Firm believes that asset management companies should perform a team approach. Our internal Investment Committee consists of experienced Financial Advisors. Review the Advisor 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 eliminate the potential for individually skewed assumptions and provide the benefit of a synthesis of expert perspectives. When asset manager firms utilize a team approach the client enjoys a substantial advantage.
Asset Manager Firms – Quantitative vs. Qualitative Metrics
Jordan Dechtman as a company differs from other Denver, Colorado asset management firms in methodology on both quantitative as well as qualitative metrics to identify investment tools for a well-balanced portfolio. Our quantitative analysis includes a series of statistical parameters that our advisory team uses when selecting the investment tools that best suit our clients’ objectives. We also incorporate several qualitative factors that include whether or not the manager’s strategy aligns with what Jordan Dechtman Wealth Management Company believes will add value to our portfolios. Returns are an important consideration, but many asset manager companies in Denver, Colorado disregard risk, especially in a good market.
Strategic Portfolio Reviews – Asset Management Company
An investment portfolio is not a static entity. In order to outperform other asset manager companies, it is essential our asset management firm maintains continuous relationships with clients so we may perform critical portfolio rebalancing. Our asset manager company schedules a periodic review of goals, assessment of risk tolerance and analysis of current portfolio allocations, communicated routinely with our clients.
Give us a call today – 303-741-9772, fill out our form below or email jordan@jordandechtman.com to schedule a no-obligation appointment for a financial or retirement portfolio review.
Income distribution planning is one of the most important areas for proper retirement planning. The ability to provide dependable and predictable income distribution will be necessary to enjoy a comfortable retirement. The Income for Life Model™ is a proven retirement solution which focuses on providing lifetime, inflation-adjusted income.
