CLIENT SERVICE EXPERIENCE
Investment management
While there are things we should all be doing to protect our wealth, there is no such thing as a one-size-fits-all investment strategy. Your current needs and ideal retirement are unique and possibly ever-changing. At Maplewood, we make it our business to keep pace with your specific status and goals in order to help you meet your specific investment needs.
As your trusted partner, we’ll work together to make sure that your needs are met today and into the future. Maplewood Investment Management Services include, but are not limited to:
• Rebalancing investment accounts in conjunction with market changes
• Review and update insurance policies to ensure proper coverage is maintained
• Plan for upcoming expenses such as college, weddings, long term care and other large purchases
• Adjust to accommodate life changes such as job loss, promotion or bonus/windfall/inheritance.
• Update retirement investments as retirement age approaches
asset allocation
Investment strategies vary, depending on one’s goals. But one thing is for certain, proper asset allocation is essential for optimal results. Taking into account risk tolerance and investment horizon, we can help you determine the right mix of asset classes. The most effective strategic asset allocation will be one that takes just enough risk to give your portfolio the potential to grow without making you feel uncomfortable or apt to withdraw funds at the wrong moment. We take a robust approach to strategic asset allocation in order to help you: • Mitigate the adverse effects of volatility • Take calculated risks to build wealth • Meet short- and long-term goals • Calculate risk tolerance based on several factors, including age, future expenses and debt/income ratio • Keep you comfortably invested during bull and bear markets
asset allocation
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Security Selection
Stocks
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Bonds
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Cash Alternatives
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