Wealth Management Solutions
Expertise
Mounting choice and swifter, more volatile markets have increased the need to define and implement an appropriate, individual investment strategy that’s right for you. You can benefit from the professional insight our firm provides, including our market expertise and a regular review of your investments to help ensure that you stay on track in meeting your financial goals for the future.
Expect More
Bovard Financial Services can be an invaluable part of your ongoing investment planning and management by providing you with the appropriate investment resources and options. You will have access to a full range of investment solutions that result in customized portfolios. Each portfolio leverages the expertise of premier asset managers who provide defined asset allocation strategies, ongoing investment manager research and portfolio monitoring.
One Universal Destination
"Preserving and building your assets is the primary objective when investing for the future. Determining the most effective way to invest requires a careful assessment of your investment goals, followed by a customized solution that takes your unique needs into consideration."
Key Decision Factors
What investment strategy suits you best? That’s the ultimate question. We can help you decide on the approach that’s right for you by establishing your investment objectives, tolerance for risk and investment time horizon.
Objectives – What rate of return do you expect? Are you looking for a regular flow of income generated, for example, by interest earnings on bonds? How are tax issues best taken into account in your investment strategy? How does the money you want to entrust to us compare with your total asset and liability position?
Risk – What level of risk are you comfortable with? Your portfolio may be exposed to greater or lesser fluctuations in value depending on the strategy you choose. In addition, changes in the market can occasionally produce a negative return for any given year. It’s crucial to find out what short term or medium term swings you can tolerate in order to achieve your investment goals. The higher the risk you are able to bear, the higher your targeted return will normally be.
Time – What proportion of your wealth should be invested for the short term, the medium term or the long term? The longer your time horizon, the less concerned you need to be about price fluctuations. The greater your ability and willingness to opt for a long-term strategy, the greater the likelihood of higher returns over the longer term.
Once the answers to these fundamental questions are determined, we will be ready to begin the process of developing an investment solution tailored to your specific goals and needs.
A Full Range of Options
Your investment needs may not fit neatly into a pre-determined category. That’s why our investment approach revolves around identifying your unique investment goals and creating a personalized solution engineered to provide long-term investment success.
Expertise
Mounting choice and swifter, more volatile markets have increased the need to define and implement an appropriate, individual investment strategy that’s right for you. You can benefit from the professional insight our firm provides, including our market expertise and a regular review of your investments to help ensure that you stay on track in meeting your financial goals for the future.
Expect More
Bovard Financial Services can be an invaluable part of your ongoing investment planning and management by providing you with the appropriate investment resources and options. You will have access to a full range of investment solutions that result in customized portfolios. Each portfolio leverages the expertise of premier asset managers who provide defined asset allocation strategies, ongoing investment manager research and portfolio monitoring.
One Universal Destination
"Preserving and building your assets is the primary objective when investing for the future. Determining the most effective way to invest requires a careful assessment of your investment goals, followed by a customized solution that takes your unique needs into consideration."
Key Decision Factors
What investment strategy suits you best? That’s the ultimate question. We can help you decide on the approach that’s right for you by establishing your investment objectives, tolerance for risk and investment time horizon.
Objectives – What rate of return do you expect? Are you looking for a regular flow of income generated, for example, by interest earnings on bonds? How are tax issues best taken into account in your investment strategy? How does the money you want to entrust to us compare with your total asset and liability position?
Risk – What level of risk are you comfortable with? Your portfolio may be exposed to greater or lesser fluctuations in value depending on the strategy you choose. In addition, changes in the market can occasionally produce a negative return for any given year. It’s crucial to find out what short term or medium term swings you can tolerate in order to achieve your investment goals. The higher the risk you are able to bear, the higher your targeted return will normally be.
Time – What proportion of your wealth should be invested for the short term, the medium term or the long term? The longer your time horizon, the less concerned you need to be about price fluctuations. The greater your ability and willingness to opt for a long-term strategy, the greater the likelihood of higher returns over the longer term.
Once the answers to these fundamental questions are determined, we will be ready to begin the process of developing an investment solution tailored to your specific goals and needs.
A Full Range of Options
Your investment needs may not fit neatly into a pre-determined category. That’s why our investment approach revolves around identifying your unique investment goals and creating a personalized solution engineered to provide long-term investment success.
Your Investment Plan... Your Future...
Working with Bovard Financial Services during the investment process affords you access to the knowledge, resources and experience of professional investment managers. Our four-step process identifies your goals, constructs an appropriate strategy, implements the investment plan, and monitors it for assured effectiveness through market cycles
1. Understanding the Goal
We start off the investment process with an analysis of your requirements and goals. A profile is developed that highlights your needs regarding your investment objectives, tolerance for risk and investment time horizon. The profile is then used as the foundation for a long-range investment strategy. Once your requirements have been established, we work with you to define an investment plan that is tailored to your specific situation. This strategy may include separately managed accounts, actively managed mutual funds or other investment solutions. Bottom line – our objective is to discover what is most appropriate for your needs and your goals.
2. Building the Roadmap
The weighting of the various asset categories that make up a portfolio is one of the most important factors in the successful implementation of any investment strategy. However, asset allocation involves more than just calculating the right blend of stocks, bonds and cash. Diversification is a key component in increasing the security of a portfolio. Investors should consider diversifying their holdings and reducing risk by investing in each class and in each style category according to their risk profile1. We will help you balance your allocation with changing market conditions and make sure your portfolio stays in line with your investment objectives.
Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.
3. Executing the Strategy
After a thorough assessment of your needs and with the asset allocation strategy in place, the next crucial step is to carefully integrate investment options that control risk while maximizing the potential for return. At this stage, we weave the asset allocation policy we created for you with the appropriate investments and attempt to diversify across styles to create a blend that best suits your needs.
For institutional level management, we leverage the investment resources at Envestnet Asset Management to conduct a thorough evaluation and due diligence process that screens over 5,000 investment management firms. This process evaluates the spectrum of firms and narrows it to a select few that represent a broad range of asset classes.
4. Monitoring the Portfolio
Investing in the portfolio is really only the beginning of the process. On an ongoing basis, your portfolio will be monitored to help ensure that it’s achieving your investment goals and objectives. Market conditions, contributions to the account and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, we will work with you and the asset managers, when appropriate, to determine whether or not we should bring allocations back within the original desired range.
Monitoring the Growth of Your Future
Once an investment portfolio that is aligned with your goals and objectives has been implemented, the final phase in the investment process is the ongoing management and monitoring of that portfolio to make sure that your investments stay on track.
Our job, as financial advisor, is to keep you abreast of the progress of your portfolio through comprehensive quarterly performance reports and announcements that may affect your investment decisions. This information is also available to you through your online account. In addition to quarterly performance reports, you have online access to daily news headlines, a variety of additional reports regarding the performance of your investment portfolio and other resources that may help you better understand your investments.
Our objective is to provide you with a sound investment plan that is built around your individual investment needs. To this end, we employ an objective advice-driven process where we listen to your investment goals and then select the solutions designed to help you achieve them. Every step we take is determined by the investment strategy approved by you. In addition, we help ensure that you are regularly informed of the progress of your portfolio so that you can understand how you are tracking toward your goals.
Our firm offers a wide range of financial services and tools to help you build and preserve your wealth and we would be delighted to provide you with an assessment of your personal situation. Let us show you how our integrated wealth management approach can benefit you over the long-term. We look forward to meeting with you.
Working with Bovard Financial Services during the investment process affords you access to the knowledge, resources and experience of professional investment managers. Our four-step process identifies your goals, constructs an appropriate strategy, implements the investment plan, and monitors it for assured effectiveness through market cycles
1. Understanding the Goal
We start off the investment process with an analysis of your requirements and goals. A profile is developed that highlights your needs regarding your investment objectives, tolerance for risk and investment time horizon. The profile is then used as the foundation for a long-range investment strategy. Once your requirements have been established, we work with you to define an investment plan that is tailored to your specific situation. This strategy may include separately managed accounts, actively managed mutual funds or other investment solutions. Bottom line – our objective is to discover what is most appropriate for your needs and your goals.
2. Building the Roadmap
The weighting of the various asset categories that make up a portfolio is one of the most important factors in the successful implementation of any investment strategy. However, asset allocation involves more than just calculating the right blend of stocks, bonds and cash. Diversification is a key component in increasing the security of a portfolio. Investors should consider diversifying their holdings and reducing risk by investing in each class and in each style category according to their risk profile1. We will help you balance your allocation with changing market conditions and make sure your portfolio stays in line with your investment objectives.
Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.
3. Executing the Strategy
After a thorough assessment of your needs and with the asset allocation strategy in place, the next crucial step is to carefully integrate investment options that control risk while maximizing the potential for return. At this stage, we weave the asset allocation policy we created for you with the appropriate investments and attempt to diversify across styles to create a blend that best suits your needs.
For institutional level management, we leverage the investment resources at Envestnet Asset Management to conduct a thorough evaluation and due diligence process that screens over 5,000 investment management firms. This process evaluates the spectrum of firms and narrows it to a select few that represent a broad range of asset classes.
4. Monitoring the Portfolio
Investing in the portfolio is really only the beginning of the process. On an ongoing basis, your portfolio will be monitored to help ensure that it’s achieving your investment goals and objectives. Market conditions, contributions to the account and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, we will work with you and the asset managers, when appropriate, to determine whether or not we should bring allocations back within the original desired range.
Monitoring the Growth of Your Future
Once an investment portfolio that is aligned with your goals and objectives has been implemented, the final phase in the investment process is the ongoing management and monitoring of that portfolio to make sure that your investments stay on track.
Our job, as financial advisor, is to keep you abreast of the progress of your portfolio through comprehensive quarterly performance reports and announcements that may affect your investment decisions. This information is also available to you through your online account. In addition to quarterly performance reports, you have online access to daily news headlines, a variety of additional reports regarding the performance of your investment portfolio and other resources that may help you better understand your investments.
Our objective is to provide you with a sound investment plan that is built around your individual investment needs. To this end, we employ an objective advice-driven process where we listen to your investment goals and then select the solutions designed to help you achieve them. Every step we take is determined by the investment strategy approved by you. In addition, we help ensure that you are regularly informed of the progress of your portfolio so that you can understand how you are tracking toward your goals.
Our firm offers a wide range of financial services and tools to help you build and preserve your wealth and we would be delighted to provide you with an assessment of your personal situation. Let us show you how our integrated wealth management approach can benefit you over the long-term. We look forward to meeting with you.
6950 Squibb Road, Suite 200
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
