Cincinnati-based investment management for clients across the country.
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Wealthquest believes that for every given level of return we are trying to achieve for our clients, we can minimize the amount of risk it takes to achieve that return. Our wealth management team ascribes to the time-tested investment strategy of diversified asset allocation through buying mutual funds, exchange-traded funds (ETFs), and alternative investment vehicles.
Get StartedWe couple that approach with consistent and opportunistic rebalancing and a mandate to remain fully invested across all market cycles. Our process is built on a foundation of managing risk and volatility in client portfolios to provide consistent and durable returns that will allow our clients to meet their financial goals and achieve peace of mind through all market cycles. In our approach to investment management, we keep these core beliefs at the center of our portfolio construction decisions:
We employ tax-loss harvesting strategies when market conditions are favorable, helping to offset gains and reduce your tax burden.
Our retirement income strategies are designed to provide stable cash flow throughout retirement, ensuring you’re well-supported in every phase.
We opportunistically rebalance your investment portfolio to keep it aligned with your goals and risk tolerance, optimizing for long-term growth and stability.
Our investment approach is integrated with your financial plan, ensuring all decisions support your broader financial goals.
We strategically position investments across account types to maximize tax efficiency, enhancing after-tax returns.
Our investment and tax teams work closely together to ensure your investments align with your current tax strategy.
We remain independent from fund companies, giving us the flexibility to choose investments based solely on your best interests.
When appropriate, we incorporate alternative investments to diversify your portfolio and create additional growth opportunities.
Market volatility is an unnerving, yet normal, component of investing. And while history shows us that the market is positive a vast majority of the time, it’s not easy sitting through negative market cycles. In fact, strong down markets often leave investors with an urge to avoid the pain of loss by getting ‘out’ of the market altogether. Often a mistake, this reaction can lead to an outcome that feels better in the moment but can be detrimental to one’s long-term financial health.
Source: Morningstar. This chart is for illustrative purposes only. This analysis does not include transaction costs, which could reduce an investor’s return. Growth of $10,000 in the S&P 500 1/31/40 - 12/31/21
We believe in powering a solid financial plan with a thoughtful and enduring investment strategy. This allows an investor to view immediate market volatility within the context of their goals and gives them confidence to remain invested, participating in market growth over time. To use an analogy, the market is like a boy with a yo-yo walking up a hill. The yo-yo repeatedly goes up and down, but that’s not where investors should fix their gaze. Rather, we should step back and see the bigger picture – that the boy is ascending a hill and covering a lot of ground.
Discover our approach to coordinated wealth management where your investments, financial planning, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.
