Investment Management New

Investment Management

Leveraging the exponential growth of compounding interest is one of the most important and fundamental elements of investment and financial success. Generally, successful people have worked very hard to accumulate what they have and it is critical they develop investment strategies that combine the right combination of protection and growth to optimize accomplishing their financial goals. At rebel Financial, we have designed a rigorous process of building robust investment strategies that combine risk management with increased growth opportunities all while interweaving the larger financial planning, tax, and estate considerations that can optimize financial success.

Take a look at our process:

Balance sheet, goals, and objectives

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Formulate Financial Plan

As fiduciaries, we analyze all aspects of your personal and financial life to create a customized plan to fit your unique life!

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Project Tax Status

We can help you plan your taxes around your "big-picture" financial situation, which is a service you won't get from your average accountant or tax professional.

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Risk Tolerance and Capacity

In order for us to implement the best strategy for our client we must understand their ability and willingness to take risks. Riskalyze help us predict the best course of action for our clients through a quick questionnaire that provides a risk score.

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Preferences and Values

we want to empower clients to choose what they want their money to be invested in. We are able to gauge the client’s interest by engaging with the client and using tools like Ethos ESG’s Impact Assessment. PG 4 of the Client Brochure.

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Formulate Investment Strategies

When the client meets with an advisor and goes over all the important information that impacts their financial situation, we are able to formulate an investment strategy to help the client achieve their financial goals

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Open, fund, and transfer accounts

Each and every one of our customers receives personalised assistance from our dedicated support team.

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Implement Investment Strategies

Once an advisor engages with the client and formulates an investment strategy. We implement the strategy through assigning the appropriate securities models to portfolios.

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Integrate Account Information

In order to best serve clients, we use data driven customer relationship management (CRM) technology such as salesforce, advyzon, and eMoney.

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Monitor, Rebalance, and Report

We monitor client portfolios through our trading partners and CRM to see if they need to be rebalanced. We are now using Advyzon to produce reports for clients to see a complete view of their portfolios managed by rebel.

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Reevaluate Plan

We understand that a client's financial situation is not going to remain the same over time (retirement, College Planning, health expenses), which is why advisors constantly meet with and engage with clients to see if any major changes need to be considered in their investment strategy and financial plan.

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