Itasca Wealth Management, LLC helps craft the best investment solutions to achieve your investment goals and objectives.

"Source of the Mississippi" by Randen Pederson is licensed under CC BY 2.0

 

Investing doesn't need to be complicated to be successful

WE FEEL THE BASIC KEYS ARE:

  • Minimize total fees and expenses
  • Minimize taxes
  • Keep the investment strategy simple and focused
  • Manage risk at an appropriate level and maximize returns for that given level of risk
  • Develop a customized plan for each client to meet their unique goals and objectives and connect client passions/interests to the portfolio when possible
  • Make the plan flexible enough to follow even during difficult market conditions
  • Follow the plan in good times and in bad
  • Diversification reduces risk
  • Stay liquid (hold assets that can be sold quickly if needed) to enhance flexibility
  • Be opportunistic when conditions warrant
  • Rebalance the portfolio as needed