Investment Management
Our process
Through our process of analysis and discovery, we help you identify where you fit on the spectrum of tradeoff between desire for return and appetite for risk. And then we work to construct for you — with your input and collaboration — an investment portfolio that seeks to manage this risk/return tradeoff.
We then help you to monitor your investments over the years ahead through periodic reviews and check-in meetings. Markets inevitably go through periods of volatility and convulsion. We want to help you develop an understanding and context for potential impacts from whatever dramatic events might be in the current news cycle.
“Blue Ruin” by Neal Walsh
Our Clients Are Our Priority
We serve in a fiduciary capacity for our clients. This means that we seek to always put the interests of clients ahead of our own. If any potential conflict of interest may occur, we seek to disclose and explain to our clients, so that they can understand it.
This commitment to a fiduciary standard informs all of our work, including process, investment selection, fee setting and transparency, communications, and other financial products or services. Quite simply, we believe that if we always strive to do what’s best for you, the long-term results will ultimately be best for us as well.
Speculation isn’t our Specialty
Speculating is making short-term bets. Speculation often involves a flurry of high-risk trades and bets in the hopes of rapid gains. This is much like gambling because no one knows where the market is going in the short-term. We don’t engage in speculation. If you want the adrenaline rush of high stakes trading, we are not for you.
Investing for the Long Run
In our view, investing is a measured and deliberate process, based upon thoughtful and careful assumptions about the long-term future. Investing involves assessment of the quality of an investment, the breadth of allocation for a financial portfolio, and an investment’s or portfolio’s suitability or fit for a specific client.
When we launch a plan, we continue the relationship into the years to come. Building on the rapport developed at the outset of the process, we look to continue the collaboration with you over time with a system of ongoing monitoring and assessment.
You will have regular meetings and check-ins with us to assess the progress of your plan and to consider any needed adjustments. Through ongoing conversations, formal reviews, and periodic check-ins, we want to grow with you and be the preferred partner you trust.
Explore how Gunness Financial Services can develop an investment management strategy with your personal financial plan.
“Possess the Land” by Neal Walsh
Financial Planning
We will focus on you and seek to understand your unique goals, concerns, and circumstances and create a plan that works for you.
Investment Management
We work to construct for you — with your input and collaboration — an investment portfolio that seeks to manage your risk/return comfort level.
Risk Insurance and Management
We help clients understand and purchase insurance if it makes sense for their situation.
Small Business Planning
With a trusted partner guiding and supporting you, you can be more capable and confident facing the economic challenges and opportunities of your business.