The Client Experience
Fragasso has a codified and uniformly applied client experience, which assures a quality application of resources on behalf of all clients. We will uncover your unique goals and what might be getting in the way. We’ll consider key factors like your risk tolerance, time horizon, tax circumstances and investment preferences.
Through the client experience, the Dynamic Wealth Plan is developed. This plan includes the totality of the client’s financial and emotional needs.
With no proprietary products, Fragasso has the freedom to construct portfolios with low-cost investments that are in your best interest. Our dedicated staff will manage your investment strategy and ensure that it is implemented in a cost-effective, timely fashion.
Portfolios are monitored and rebalanced quarterly to ensure that your portfolio is aligned with your risk and return objectives through the ups and downs of market cycles.
Our portfolios are diversified within and across many asset classes, utilizing a mix of passive and active investments. We believe a well-diversified portfolio held throughout a full economic cycle can help reduce risk from overexposure to a particular security or market segment. Are you interested in more information on portfolio management? Click here.