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Investment Solutions
1879 Advisors develops portfolios which have a broad market exposure by investing in all major market sectors. However, 1879 Advisors will overweight sectors we believe to show good relative strength and/or positive fundamentals and underweight areas of the market that are not favored.
When developing investment themes, we focus on events and catalysts that we anticipate having a substantial market impact over the next 12 to 18 months. We do not allow short-term events to dictate our long-term strategy.
How can we transform your retirement plan?
At 1879 Advisors, Safety and Security is a huge priority when it comes to financial planning. That's why Risk Management is our primary focus.
Dividend Strategy
Achieve current income and long-term capital appreciation by investing in a diversified high conviction portfolio of dividend-paying stocks.
Tactical Equity
Stronger long-term capital appreciation by investing primarily in a diversified high conviction portfolio of equity ETFs.
Proven Approach
Employ a disciplined, consistent, and replicable investment approach guided by years of experience in the investment market.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Your individual allocation may be different than the allocation mentioned here due to your unique individual circumstances but is targeted to be in the allocation ranges for your objective. The asset allocation referenced in this material may fluctuate based on asset values, portfolio decisions, and account needs. The asset allocation suggestions referenced in this material do not take the place of a comprehensive financial analysis.
Always Looking Towards the Future
We believe managing clients' assets is a long-term proposition. In fact, many of our client relationships span generations. We have worked diligently to develop a customized wealth and investment strategy for you that incorporates investment management and legacy planning designed to help you achieve all of your investment and life goals.
Our Retirement Planning Services
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Needs and Goal-based Planning
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Investment Strategy Development
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Preparation of Investment Proposal
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Cash Flow Management
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Quarterly Portfolio Reviews
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Strategic Asset Allocation
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Ongoing Monitoring
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Investment Research
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Risk Management
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Calculated Rebalancing
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Due Diligence
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Retirement Income Planning
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Long-Term Care Planning
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Social Security Optimization
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Contribution & Distribution Strategies
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Investment Policies & Asset Management