Your Portfolio

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Your Portfolio

When we hear the word “portfolio” most of us think of our investments. At Charleton Financial, we take the big picture view that your real portfolio is the combination of your investments, your life insurance policies, your long term care policies, and your cash flow. It is a dynamic picture that depends on both your ever-changing circumstances and the external economic environment.

This is why we talk about planning as a verb, not just “the plan” as a noun. Management of your integrated financial portfolio is a major, vital component of the financial planning process.

Bruce Charleton summarizes the Charleton Financial approach to investment very succinctly:

  1. Look to the long term. Your portfolio was designed in anticipation of volatility, not in response to it. We are constantly studying market conditions and their effect on your capital.

  2. You need to be properly diversified in your portfolio.

  3. Focus on good-quality investments and competent portfolio managers. Our review of your portfolio managers’ past performance, in relationship to their peers, substantiates a history of quality investment decisions that we believe will continue in the future.

We build your portfolio with market conditions in mind. It’s designed to do well in the good times, and cushion some of the rough times. That’s why we work with the professional portfolio managers of Lincoln Financial Advisors, to help manage your wealth.