Trek Advisory Team | Trek Financial

A MODERN APPROACH TO INVESTMENT MANAGEMENT

At Trek, we believe that investment allocations should come from a combination of understanding the historic returns of asset classes together with how these asset classes will perform in the future based on current relevant data.

We don’t have a crystal ball, but we know whether we are on an investment version of a curvy mountain road or on a long straightway, and that we have to adjust to the conditions of the road. We can and do make changes to our asset allocations based upon the road ahead, not the road we just drove over.

We have created a streamlined process to help you along your financial journey. Through this process we will identify, build, and manage an investment plan tailored to who you are and what your financial goals may be. With a well-developed and regularly maintained plan, you can save for all the important moments in your life.

THE PROCESS

Begin by answering a few questions about your risk tolerance. With this analysis, you will gain a better understanding about who you are as an investor and what your ability to tolerate fluctuations in the market is, giving you what is called a risk classification.

ANALYZE & CREATE

Our team will analyze your risk classification and discovery questionnaire to create your investment portfolio recommendation.

LET'S GET STARTED

With the discovery process completed, you can open your new investment account and gain access to portfolio options that will re-align you with your risk classification and time horizon, keeping you focused on your financial goals.

TREK TEAM CONTACT INFORMATION