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Investment Management

Tasik Financial Strategies employs an institutional style approach to investing your assets. We look beyond the traditional asset classes one might see in a typical portfolio and seek to help our clients participate in up markets while reducing exposure to down markets. This strategy seeks to include assets with varying degrees of correlation to the market.

Guided by planning and a mutual understanding of your feelings about investment risk, we work with a curated group of institutional managers to implement broadly diversified, long-term, fee-based investment strategies and provide on-going portfolio monitoring. These managers bring different approaches and investment styles to your portfolio. Often a combination of managers will be used to customize your portfolio to your needs and objectives.

By understanding your comfort level with risk we seek to build portfolios that let your sleep at night. Ultimately, we seek to earn a return on your savings and investments that will allow you to pursue the financial goals we have established.

And with full online access you can see your portfolio at any time.

Disclosure: Diversification cannot eliminate the risk of investment losses.