A Structured, Goal-Driven Investment Process
Tailoring every portfolio to align with your objectives.
At Great Plans Capital Management, our portfolio management approach begins with understanding your unique goals, risk tolerance, and time horizon. We believe a successful investment strategy should be more than just market performance—it should be a plan you can understand, trust, and stay committed to over the long term. By combining personalized asset allocation with ongoing monitoring and adjustments, we ensure your portfolio evolves as your life and the markets change.
From Risk Assessment to Results
Building a portfolio that fits your life.
Every portfolio we manage follows a disciplined process that integrates both data-driven insights and a personal understanding of your situation. We start by assessing your comfort with risk through tools like Riskalyze, then construct a diversified portfolio designed to balance growth potential with downside protection. Once implemented, we monitor your investments continuously and rebalance when necessary to maintain your desired allocation.
How We Manage Your Investments
Core principles that guide our decision-making.
While every client’s portfolio is unique, our approach includes several consistent elements that drive results and manage risk.
- Comprehensive risk assessment to set a foundation for your portfolio.
- Diversified asset allocation across sectors and asset classes.
- Integration of your broader financial plan into investment decisions.
- Regular rebalancing to maintain your target mix.
- Transparent performance reporting so you always know where you stand.
Staying Connected to Your Goals
Adjusting as life and markets change.
Your investment portfolio should adapt as your needs evolve. We schedule regular reviews to evaluate performance, discuss changes in your circumstances, and identify new opportunities. In between meetings, our team tracks market conditions and makes adjustments when needed, keeping your strategy aligned with both short-term realities and long-term aspirations.