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Our wealth advisory team can help optimize your financial life
Successful investment planning is about more than aiming to maximize returns—it’s about aligning your portfolio with your values and long-term goals. Whether you’re saving for retirement, building generational wealth, or pursuing socially responsible investing, our comprehensive approach tailors your investment plan to your unique needs.
The key components of our investment planning process include the eMoney platform for enhanced financial clarity, our step-by-step investment planning methodology, and innovative strategies like impact investing. These elements can work together to create a holistic investment strategy that empowers you to achieve your aspirations.
eMoney: A Foundation for Success
eMoney is an advanced investment planning tool that offers a comprehensive view of your financial landscape. We leverage this platform to provide real-time insights into your portfolio, helping you stay informed and control your financial decisions.
With eMoney, you can explore various investment scenarios and track progress toward your objectives through a dynamic, user-friendly interface. Whether you’re preparing for market volatility or evaluating the impact of specific financial decisions, eMoney offers clarity and confidence. By integrating this tool into our investment planning process, we help ensure your financial strategy remains adaptable and aligned with your evolving goals.
The Investment Planning Process
Effective investment planning begins with a clear understanding of your financial objectives and a commitment to continuous refinement. That’s why our structured process aligns every element of your portfolio with your long-term aspirations.
We start with discovery, gaining a comprehensive understanding of your financial situation, including your assets, liabilities, and goals. From there, we move to strategic planning, where we design a customized investment strategy tailored to your objectives. Once the plan is in place, we focus on implementation, optimizing every element of your portfolio for maximum efficiency. Finally, our process includes continuous review and support, providing regular updates and adjustments to adapt your investment plan to market changes and life events.
Impact Investing for Your Values
For clients who want to align their portfolios with their values, Magellan offers impact investing strategies that combine financial performance with positive social outcomes. Impact investing, also known as Socially Responsible Investing (SRI),* focuses on investments in companies, governments, or organizations that reflect your priorities, such as environmental sustainability, human rights, or community development.
Our approach includes both negative screening, to avoid investments in industries that conflict with your values, and positive screening, to prioritize investments in organizations making a meaningful impact. Whether you’re investing in renewable energy companies or socially conscious mutual funds, our team provides the expertise and tools to help you make informed decisions. Impact investing allows you to pursue your financial goals while contributing to a better future.
*An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar portfolios that do not have a social policy. There is no guarantee that any investment strategy will be successful. Risks associated with investing in Environmental, Social, and Governance (ESG)-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies.
Investment Planning for Your Future
At Magellan Financial, investment planning is about more than building wealth—it’s about creating a roadmap to achieve your aspirations while staying true to your values. By combining innovative tools like eMoney with a structured planning process and options like impact investing, we offer a comprehensive approach tailored to your unique needs.
*Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
Contact Magellan Financial
Take the next step in your financial journey today. Contact Magellan Financial to explore how our investment planning services can help you achieve your goals.