INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
INVESTING MADE ACCESSIBLE
Pro Athlete Wealth, we demystify the world of investing because your financial journey shouldn't be complicated. Employing a disciplined investment process, we manage your money with the same care as our own accounts, providing complete transparency into fees, risks, and the objectives of your personalized portfolio.We simplify the investment process by tailoring a portfolio that caters specifically to your needs. Offering insights, market intelligence, and tools, we empower you to plan, implement, and achieve your short-term and long-term financial goals.
BUILDING A PLAN FOR YOUR FUTURE
Our investment management process is intricately tied to your financial plan. Along the way, we engage in meaningful conversations to understand your true objectives, values, and concerns regarding your assets.
What are the goals of your investments—retirement, a special purpose, or leaving a legacy?
What return expectations do you have, and how comfortable are you with potential losses?
Are there specific investments you want to avoid?
Is there a portion of your wealth you want absolutely protected from risk?
How does your investment fit into your overall net worth and allocation?
By merging your investment experience, expectations, and preferences with your comprehensive financial plan, we craft an investment portfolio that aligns with your needs and prevents any unwelcome surprises.
INVESTING MADE ACCESSIBLE
Pro Athlete Wealth, we demystify the world of investing because your financial journey shouldn't be complicated. Employing a disciplined investment process, we manage your money with the same care as our own accounts, providing complete transparency into fees, risks, and the objectives of your personalized portfolio.We simplify the investment process by tailoring a portfolio that caters specifically to your needs. Offering insights, market intelligence, and tools, we empower you to plan, implement, and achieve your short-term and long-term financial goals.
BUILDING A PLAN FOR YOUR FUTURE
Our investment management process is intricately tied to your financial plan. Along the way, we engage in meaningful conversations to understand your true objectives, values, and concerns regarding your assets.
What are the goals of your investments—retirement, a special purpose, or leaving a legacy?
What return expectations do you have, and how comfortable are you with potential losses?
Are there specific investments you want to avoid?
Is there a portion of your wealth you want absolutely protected from risk?
How does your investment fit into your overall net worth and allocation?
By merging your investment experience, expectations, and preferences with your comprehensive financial plan, we craft an investment portfolio that aligns with your needs and prevents any unwelcome surprises.
PRUDENT INVESTING THROUGH DIVERSIFICATION
Our investment process hinges on disciplined diversification. We understand, based on Blackrock research, that proper diversification is critical to the success of a portfolio, with market timing and individual stock selection playing a much smaller role.
OUR INVESTMENT COMMITMENT
When we manage your money, you can expect:
• Explanations for every trade made
• Regular market commentary from portfolio managers, economists, and other sources
• Detailed materials showcasing your investments and performance
• Online access to monitor your investment accounts
PRUDENT INVESTING THROUGH DIVERSIFICATION
Our investment process hinges on disciplined diversification. We understand, based on Blackrock research, that proper diversification is critical to the success of a portfolio, with market timing and individual stock selection playing a much smaller role.
OUR INVESTMENT COMMITMENT
When we manage your money, you can expect:
• Explanations for every trade made
• Regular market commentary from portfolio managers, economists, and other sources
• Detailed materials showcasing your investments and performance
• Online access to monitor your investment accounts
Because, at Pro Athlete Wealth, your investments are not just numbers; they're an essential part of your financial game plan. We always ensure your success both on and off the field.
Pro Athlete Wealth is your personalized financial coach, specializing in crafting tailored game plans for young athletes, pros, and college players. From financial strategies that grow with your career to investment plays that score big, we're here to champion your financial victories beyond the game.
© 2024 Pro Athlete Wealth. Pro Athlete Wealth provides financial literacy for athletes. Investment advisory services provided by Copperwood Financial, Inc., an affiliate of Pro Athlete Wealth. Copperwood Financial, Inc. is a state registered investment advisor registered with the states of Illinois, Kentucky, Arizona, and Texas and is responsible for the day-to-day management of investment portfolios and financial planning services. Insurance services provided by KLG Management Inc., a licensed insurance agency and Pro Athlete Wealth affiliate. Pro Athlete Wealth, Copperwood Financial, Inc., and KLG Management Inc. do not provide tax, legal, or sports agent advice or services.
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