Portfolio Management

financial advisor updating investment portfolio with client

How is my
money invested?

We actively manage your customized Guerra portfolio. Whether you are focused on growth or income, we tactically readjust the allocations biweekly. We monitor the market conditions to ensure your portfolio aligns with your risk tolerance. Our fees are directly linked to your investment performance, ensuring our continuous commitment to your financial success.

Our investment philosophy
Core Beliefs

Unlike most captive advisors bound to specific companies, we operate 100% independently, exclusively representing our clients' best interests. This means we are able to seek out the best solution for our client’s needs and ensure every client’s portfolio is aligned with their values as well as our investment philosophy. Our philosophy is simple:

  • Market timing presents more risks than opportunities.

  • A portfolio’s risk must correlate with a person’s emotional tolerance.

  • Proper diversification can maximize returns relative to its measure of risk.

  • Income and/or dividends play an important role in long-term performance.

  • Investment fees are an important criterion in portfolio construction but not the ultimate deciding factor in keeping a portfolio.

water fountain

Fiduciary Standards

Established as part of the Investment Advisors Act of 1940, the fiduciary standard states that an advisor must put their clients' interest above their own. They must follow the very best course of action, regardless of how it affects them personally or their income.

As fiduciary advisors, we uphold the highest ethical and professional standards in the industry. You can count on the fact that we will always give you recommendations that are in your best interest. Only 8.3% of financial advisors hold this fiduciary standard.