- Goals, time frames, and risk tolerance assessment
- Asset allocation recommendation
- Portfolio design and construction
- Continuous portfolio monitoring, rebalancing, and maintenance
- Ongoing portfolio manager evaluation
We choose investments that are in line with your goals.
Through our individualized approach, we’ll gain an understanding of your specific goals, time frame, and risk tolerance. We’ll be by your side to guide you through historical evidence supporting various investment methodologies, allowing you to make confident, educated decisions. Together, we’ll determine the balance of risk and potential return that you’re comfortable with. As an independent fee-based firm, we are not limited to a specific pool of investments to choose from or restricted to proprietary funds (as is the case with many Wall Street firms and insurance companies).
Many advisory firms outsource their investment research. At Cassaday & Company, Inc., we have a robust, analytical process in place to ensure we are in complete control of our investment selections, asset allocations, models, and overall investment strategies. Our Investment Policy Committee (IPC)—consisting of over a dozen senior professionals—regularly reviews our clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. This approach encourages regular collaboration and ongoing research to ensure that strategic decisions are vetted and thoughtfully considered before they can impact your portfolio.