OUR INVESTMENT PHILOSOPHY
At Magellan Wealth Management we believe risk is the most important investment characteristic. We allocate more of your assets to investments that indicate a lower relative risk and less to investments that indicate a higher relative risk. Our measurement of risk is based upon the interaction between the supply and demand forces within each asset class.
Our advice to 401(k) investors is based on their personal investment risk and age. These recommendations could help reduce risk by providing appropriate exposure to each asset class and each investment within your company's 401(k) plan. We also do this for Self Directed Brokerage, IRA, 403(b), 457, and TIAA-CREF accounts.
Most 401(k) participants mistakenly believe that once their 401(k) is setup, they never have to give it another thought. Unlike this ‘buy and hope’ strategy, our recommendations are focused on reducing your investment risk by using time-tested technical and fundamental analysis employed by professional money managers.
We have developed an approach to help endure unpredictable markets. This approach monitors investments offered in your 401(k) plan to help ensure investment risk is consistent with market conditions.
In addition, we offer our 401K Optimizer™ for IRA’s and Self Directed Brokerage accounts. In these accounts we can choose from an extremely wide array of investment vehicles, involving a substantial amount of research for absolute optimum investment selection.
Unlike many other investment services, we will not waste your time with various graphs of numerous technical indicators that just add to the confusion of investing. We will just plain tell you what percentage of your money should be in each investment choice that is available to you in your retirement plan.
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