Our proprietary investment process integrates bottom-up fundamental research with a unique macroeconomic perspective, allowing us to more effectively manage risk and identify key performance drivers.
The strategy consists of five investor profiles ranging from aggressive to conservative. Each profile offers
the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%.
An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis,
and top-down technical indicators are used to guide buy and sell decisions. The strategy consists of one or more security sleeves,
each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income.
Investments are limited to registered products only and can include both active and passive investments.
We believe that while valuations matter, relative valuations matter more and are more easily interpreted.
An ideal investment is one that is priced at a discount relative to its peers and its own history.
Account minimum is $20,000.
The strategy consists of five investor profiles ranging from aggressive to conservative. Each profile offers
the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%.
An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis, and top-down technical indicators are used to guide buy and sell decisions.
The strategy consists of one or more security sleeves each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income.
Investments are limited to registered products only and can include both active and passive investments. The strategy is built using exchanged-traded funds (ETF’S) which creates a competitive cost structure.
We believe that while valuations matter, relative valuations matter more and are more easily interpreted. An ideal investment is one that is priced at a discount relative to its peers and its own history.
Account minimum is $20,000.
The strategy consists of two investor profiles-moderate aggressive and moderate conservative-for investors pursuing a socially responsible investment mandate. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from 0-100%. An ideal investment offers growth at a reasonable price. A combination of valuations, bottom-up fundamental analysis, and top-down technical indicators are used to guide buy and sell decisions. The strategy consists of one or more security sleeves each of which are designed to exhibit differing characteristics. The security sleeves are Opportunistic, Core Equity, and Fixed Income. Investments are limited to registered products that explicitly state in their prospectus their pursuit of a sustainability or ESG strategy. Both active and passive vehicles will be used to execute the strategy. ESG-related strategies may not result in favorable investment performance; There is no guarantee that the investment’s ESG-related strategy will be successful; The investment may forego favorable market opportunities in order to adhere to ESG-related strategies or mandates.
The strategy consists of two investor profiles-yield and growth-for investors who prefer using equities to generate recurring income. Our goal is to construct a portfolio with an attractive yield for a given risk tolerance. Each profile offers the ability to increase or decrease equity exposure by 10 percentage points. Equity allocations range from approximately 20-60%. The strategy seeks to purchase high yielding securities that are selling at a discount to their intrinsic value. No industry may represent more than 20 percent of total assets. We believe this contributes to a well-diversified portfolio with attractive yield characteristics.
Account minimum is $20,000.
The strategy consists of five investor profiles for investors who prefer using exchange trade funds to have broad market exposure. The strategy is run by the financial advisors who are members of the Sierra Ridge Wealth Management investment committee. Account minimum is $20,000.
Growth and Income: These funds create a stable foundation for your portfolio by investing in American companies that have been around for decades.
Growth: Growth: Sometimes called mid-cap or equity funds, growth funds are filled with stocks from U.S. companies that have higher expected returns.
Aggressive Growth: These funds invest in smaller companies that have tons of potential. International: These funds are great because they help spread your risk beyond American soil by investing in
large companies that aren’t based in the U.S. Account minimum is $20,000.
The goal of rebalancing is that the portfolio does not drift so far from its target asset allocation that an unintended risk bet develops. Portfolio rebalancing objectives may vary depending on investing style and asset classes. A well-grounded rebalancing discipline aims to mitigate the effects of irrational or emotional behavior. Our philosophy considers the importance of maintaining sufficient cash depending on a client’s risk tolerance and liquidity needs.
Qualified accounts will be rebalanced on the first business day of January and July assuming liquidity and volatility are at normal levels for the asset class. Nonqualified accounts will be rebalanced as market conditions dictate and tax considerations are calculated.
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678
915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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