Investment management is an important element in the comprehensive personal wealth management and the retirement plan services offerings at The Advisory Group of San Francisco. We tailor our investment management services to each client’s specific goals, with a focus on the management of risk that is consistent with each client’s overall strategic planning needs, rather than simply seeking the highest returns.

Our Investment Management Process

The Advisory Group believes in following well-designed and prudent processes to increase the probability and consistency of successful results. Using your goals as the driver, we make investment decisions following our 5-step design & investment process:

We also leverage the thinking of multiple qualified and experienced investment professionals from both our team and our partners at Callan Associates, a leading institutional research firm, through our Investment Committee which reviews all key steps in our investing process.

Our key drivers for crafting investment portfolios

We utilize multiple factors to craft our investment portfolios. The key drivers include:

● Strategic asset allocation rather than tactical (not market timing)

● Deep diversification is paramount for return and risk control

● Active and passive for efficiency and capitalization diversification

● Investing for total return rather than income generation (e.g. dividends and interest)

● Rebalancing as risk control and return enhancer

● Tax-loss harvesting to offset investment gains and reduce taxes

As we implement our clients’ investment strategies, we select managers with a quality bias to dampen volatility and we choose managers who hold a disciplined adherence to style (to minimize style drift).

Working with The Advisory Group of San Francisco

As fee-only financial advisors, we seek transparent cost structures and maintain cost sensitivity to help improve results. In addition, we are dedicated to ongoing education for our clients to help improve their outcomes.

At The Advisory Group of San Francisco, we offer both Personal Wealth Management and Retirement Plan Services along with guidance for Endowments & Foundations.

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