An Investment Plan determines the regular allocation and distribution of funds into the most opportune investment vehicles based on your future goals, time horizon, and priorities and is guided by your Financial Plan.
Investment Management is the subsequent day-to-day activity of portfolio management and trading of securities to achieve specific investment objectives from which you accrue sustainable wealth. Factored into your Investment Plan decisions are account investment safety, liquidity, and level of returns.
HFP offers full-service investment and wealth management assistance to handle every aspect of your financial needs. It begins with opening your account, moves into rebalancing of your assets as needed, followed by reviews, regular reevaluations and financial plan updates.
We recommend Dimensional Fund Advisors (DFA) which are high-quality, moderately priced mutual funds. DFA focuses on academic analysis (not fads) to help you achieve your financial goals.