Our analysts and portfolio managers at Madrona Financial Services take a forward looking approach to investment management. There’s an ocean of information available to everyone, but our enhanced focus on price and earnings cuts through and clarifies what’s going on in the markets so that we can develop an effective investment strategy that attempts to “buy low and sell high.”
How comfortable would you be with an investment management style that is so complicated that it’s too difficult
to understand? If you’re like us, not very. Adding complexity to investing strategies doesn’t always make them more profitable; in fact, we’ve found that they offer lower returns than those that are clear, highly-focused and results-driven. Our objective is simple: We use a global asset allocation strategy that actively seeks out undervalued opportunities on an ongoing basis. By analyzing vast reports with the latest technology, we are able to factor in debt, valuation and earnings ratios, and expected growth of earnings to create well-diversified, sophisticated portfolios to help you achieve your financial goals. We walk beside our clients in choosing the most appropriate portfolio based on account size, time horizon and risk tolerance.
We are committed to educating our clients and following up with frequent communication and full access to our team and our resources. We provide you with regular reports showing portfolio status and account activity details. By tracking our clients’ total net worth and asset allocation, we are able to provide you with an enhanced overall picture of your investments.
If you are looking for an advisor that will help you develop wealth accumulation strategies to match your goals and appetite for risk, identify opportunities in the market to help you reach your objectives, and has the ability to leverage the same technology as large, national institutions, all while providing a high level of client service, that’s the financial relationship you can expect with Madrona Financial Services.
