World events, the economy, the stock market and many other things that impact our lives are dynamic and ever changing. We do not agree with the "buy and hold philosophy, nor do we day trade or swing trade. We strive to identify changes in market trends, whether the trend is up or down, which helps us make appropriate updates to our investment models.
Intermountain Wealth Management has discretion to make adjustments in client accounts as market conditions change. We use several tools to identify necessary changes including the Hurricane Indicator. This indicator signals when we should be more defensive or more aggressive in the market.
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Investment management is the professional management of financial assets such as stocks and bonds to help individual investors reach their financial goals. Intermountain Wealth Management has discretionary authority with respect to client accounts, and will make investment adjustments as market conditions change.
The key benefits of Investment management includes professional expertise, diversified portfolios, risk management, and access to a range of investment opportunities. In our years of experience as an Idaho Wealth Management advisor, we know there are times we will need to move to a neutral position from the growth or defense position.
Everyone is different depending on their risk tolerance. Some investors are more aggressive while others may be more conservative or somewhere in between. We have different models based on a client’s goals and objectives. We also use the Hurricane Indicator™ that gives signals based on market trends” so we can adjustments our investments to changing market conditions.
Investing always carries some risks. Some of the key risks with investment management includes market risk, credit risk, liquidity risk, and operational risk. We have years of experience working in both good and bad markets so we that can make the best decision with the level of risk you are most comfortable with.
Working with a Registered Investment Advisor (RIA) eliminates many of these stresses and ensures that you are in experienced hands. A Registered Investment Advisor has a fiduciary duty to act in their clients’ best interests.
We at Intermountain Wealth Management strive to provide exemplary financial services for clients from all walks of life. Here are two reasons why this is important:
We help individuals put all the pieces of the puzzle together to make one clear financial picture.
With over 30 years of experience and a strong community network, we can help with almost any pain point or issue our clients may have. Instead of spending endless hours of work and stress on your own, let us help create a plan that is easy for you.