Investment Management
traditional | Structured | impact investing
You deserve investment options that sync-up with your values, your outlook and the impact you want to have.
Investment management is an optional and included service with Comprehensive Planning.
How do you want to compound your impact?
“I have been in the investment ecosystem long enough to both understand the why of investing and to know what works and what doesn’t for clients.”
What doesn’t work is copy/paste investment strategies that don’t align with how we perceive the world. If we can’t get behind our strategy we are more likely to question it at the wrong time. Investing success requires us to stick with it.
The three strategy themes I have curated are designed to align with how you are experiencing our modern milieu.
All strategy themes are fully customized to your comfort and capacity for risk, time horizon, goals and vision.
Traditional
The traditional type investment strategy is a low cost balanced mix of stocks, bonds, cash, real estate.
Traditional is for those who have a pragmatic view of markets and prefer low-cost investing in a traditional way as a source of greater returns.
Structured
The structured type investment strategy is a balanced mix of stocks, bonds, cash, real estate, and a systematic element designed to behave differently than stocks and bonds.
Structured is for those who expect future returns to be impacted by unexpected events and want to increase diversification and reduce the effect of downturns.
Impact
The impact type investment strategy is a balanced mix of stocks, bonds, cash, real estate, that has been curated to support five pillars of action: Health, Wealth, Earth, Equality, and Trust
Impact is for those who are optimistic that they can profit and have an impact by investing in companies who do better.
About Laura Lynch
Laura holds a Master of Education (M. Ed.) degree and is a Certified Financial Planner (CFP®), Accredited Behavioral Financial Professional (ABFP™), Certified Divorce Financial Analyst (CDFA®), and an Accredited Asset Management Specialist (AAMS®).
My Investment Philosophy
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I believe in strategic investing in a variety of assets, not because I am a fan of the inequality created by our flawed system but because diversified investments are a tool for building the security needed to overcome rising costs and the wealth needed to fund impact.
Investing, though, requires base-line optimism—a belief that trends of the past will continue. Optimism is only possible with a critical awareness of the attention economy and how all the screens are at least partially funded by our fear. The overwhelming amount of bad news available in redundancy at our swipe is easily able to target our human biases and crumble the best laid investing plans. Therefore, we investors must manage our behavior and attention. In order to stick with a plan, we must be stubborn in our belief in the resiliency and creativity of humankind.
With that said, we do not have guarantees that the past will repeat itself or even rhyme. We are living in a time of unprecedented speed and compounding change. No one knows what the ideal assortment of resources will be for each subsequent crisis we will face. Thus, I also believe in cultivating personal skills that enable cooperation, confidence, and the capability to be ready to help yourself and your community.
However, I do not believe that we can financially solve for uncertainty. Understanding the difference between risk (such as market swings, interest rates, inflation, isolation, and longevity), which may be mitigated, and uncertainty (such as total economic collapse or nuclear war), for which we cannot effectively plan, is a first step in crafting a financial plan. I plan within the risk space and leave the safe rooms and ammo to those who intend to survive a dystopia.
Starting today has never been easier
If you want to finally experience the relief that comes from eliminating debt, creating a nest egg, and living a full life with less, book your call with Laura today.