Our Approach to Investment Management

There is a lot to investing, and it can take a considerable amount of time to research all the ins-and-outs. Some people really enjoy self-managing their investments, while others don’t have the time, willingness, or energy to do it all. That’s where we come in. Let us take that off your hands! 

Generational Wealth Planning offers complete investment management through an advisory account. We partner with you to create an investment plan tailored to your specific goals and future life events. This is why our approach includes not just managing the investments, but comprehensive financial planning as well.

These key components of investment management are included:

A disciplined approach to investing your assets.

Ongoing monitoring and maintenance of your investment accounts.

Frequent meetings to review and evaluate your investment performance.

A diverse list of fund managers with expertise in all areas of the market.

Seek to reduce portfolio risk through diversification, asset allocation, and rebalancing.

A wide range of portfolio models, including our exclusive Faith Driven Investing mode.

Learn More About FDI

How Our Axiom Partnership Benefits You

Overview of the Axiom Platform

We partner with Axiom, because they provide access to world-class money managers who have decades of experience managing investments. GWP works independently of these managers and can choose from numerous portfolio options ranging from conservative to aggressive. We can also create a custom portfolio that will meet your needs and goals that matches your comfort level.

As a team we work together to select the portfolio strategists that are right for you. Each portfolio strategist conducts their own extensive research analysis and adheres to their specific investment approach. We have numerous options for investment vehicles including Exchange Traded Funds (ETF’s), Mutual Funds, and Individual Stocks. Abundant custom portfolios can be created in order to ensure your comfort level and reflect your values.

Simplified Account Management

The whole process of investing is simplified through the Axiom platform. There is a team of CFA® Charterholders who provide oversight of the investment managers and detailed analysis of your portfolio.

Benefits of Axiom include:

  • Multiple strategies included in a single account
  • Convenience of holding additional investments outside of your models (less paperwork)
  • Investment strategy changes can be completed without additional paperwork or signatures
  • Flexibility to withdraw cash at any time
  • Assets held at large, nationally recognized custodian
  • No upfront sales charges or commissions to make investment changes
Axiom Client Brochure

Schedule an Investment Review

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