Investment Management Services

‘Those who do not learn history are doomed to repeat it.’ – George Santayana

At Zion Financial Planning our investment management aims to help clients achieve their financial goals by employing customized asset allocation, long-term approach and investment strategies

DISCLOSURE FOR INVESTMENT: Copyright© 2017-2021. Zion Financial Planning, LLC, is a registered investment adviser in the State of Washington. Information presented is for educational purposes only and does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. Zion may also work with your attorney or independent tax, legal advisor or other subject matter experts. Zion works on a “Best Efforts” basis and does not promise or guarantee any investment results. Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment processes will be profitable. Past performance is not a guide to future performance.

Successful investment management and investment always play a significant part in helping you to achieve your financial goals, now and/or in the future. At Zion Financial Planning, our approach focuses on protecting your capital while participating in market appreciation. We rely on a disciplined, evidence-based approach that filters out “noise” in the markets and the media and rewards patience. The income producing investment, which was first introduced to us by Michael Pace CFP, illustrates the strategy and philosophy we apply for the client’s best interests and long-term benefits, which has evolved to balanced hybrid model.

Your financial plan includes an Investment Policy Statement, which helps to provide the basis for your investment portfolio. Each client’s portfolio is customized based on the client’s unique goals, time horizon and comfort risk level. And each portfolio is diversified in order to achieve client’s financial goals and/or the greatest potential return with the lowest volatility and manageable risk.

Once client’s portfolio is designed, we select the best managers for each asset category. Our selection criteria include historical performance, cost, and investment approach. In addition, we specialized in income oriented investments that can provide regular dividends (derived from investment, capital and/or return of capital) distribution to fulfill clients’ needs that works as annuity-like income with control of principal, as paycheck replacement and principal to grow.

Finally, we monitor clients’ portfolio and report on a regular basis. We show progress toward goals, evaluate performance, and make timely changes or exchanges as necessary. Our clients can count on our investment stewardship, clear communication, and our commitment to helping them achieve their investment goals. To start benefiting from income oriented investment, we can contrast what your current investment portfolio to see how can we help you do ‘What investments you are doing’ BETTER as shown below.