Investment Services



We strongly believe that the active management of investment risk is the key to long-term investment success.

Our approach to advising our clients is taken from the father of value investing, Benjamin Graham, who argued that “the main benefit of having a professional advisor is to protect the investor from costly mistakes, not best the averages.”

Thus, since investment risk cannot be eliminated due to many factors in our world, it must be effectively managed.  The reduction of investment risk lies at the top of our investment philosophy.

Strategies We Employ To Help Manage Investment Risk

  1. Strategic Asset Allocation  We help to develop long-term investment strategies that will help you reach your financial goals while keeping your individual risk tolerance in mind.  This process includes allocating your money various among asset classes.
  2. Broad Diversification  A well diversified portfolio includes a strategic and tactical blending of various asset classes and investment management styles.  Please note that diversification does not ensure a profit and does not protect against losses in declining markets. It is a method used to help manage investment risk.
  3. Careful reviewing  We offer access to third-party, professional asset managers.  Among our principal responsibilities in assisting with your investment portfolio is supervision of your investments and all of the individual managers involved, with periodic adjustment of your portfolio’s asset allocation due to changes with your investment objectives.

It is important to recognize that investment management strategies cannot control investment return because no one controls the market.  Effective investment management strategies can help to mitigate certain types of risk.

To have a Fogarty Wealth Management, Inc. professional contact you regarding any of our services for medical professionals, click here.