Investment Management

Tasik Financial Strategies employs an institutional 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 your financial plan and a mutual understanding of your feelings about investment risk, we work with a curated group of third party, institutional managers to implement broadly diversified investment strategies. These managers each bring a different approach and investment style to your portfolio. Often a combination of managers will be used to customize your portfolio to your investment goals and your feelings about investment risk.

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

We combine comprehensive financial planning with long-term, fee based institutional investment management and on-going portfolio monitoring to guide you to informed decisions.