Client Login & Strategic Partners
We’re proud to partner with Altruist to provide our clients with a easy to use app based technology to keep track of and mange all investment accounts including money market savings. With Altruist, our clients can open and fund accounts all on their phone through an easy-to-use mobile app, while monitoring their investments for transparency and control.
Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC.
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Charles Schwab is financial custodian with a solid reputation and history. Our client’s investment money is held on the Schwab platform.
Say hello to the way retirement income planning should be. Get turn-by-turn directions as you navigate your way through retirement.
Income Lab plans employ risk-based guardrails to help clients understand what could lead to an adjustment in their spending and what those adjustments could look like – in dollar terms. We then automate plan monitoring and notify you when a plan calls for a change.
For decades the investment philosophy of the mainstream Wall Street firms has been rooted in Modern Portfolio Theory. Portfolios have been tailored to the Efficient Frontier portfolio which attempts to achieve higher returns while addressing the risk associated with achieving those returns. Unfortunately, the Modern Portfolio Theory and Efficient Frontier portfolios are created with a buy and hold strategy that often leaves investors vulnerable to the inevitable market downturn cycles.
We take a more tactical approach incorporating the principles of diversification but using technical and statistical analysis to further address market risk and seeking optimal portfolio performance.
We utilize the latest portfolio strategies that are not rooted in the longstanding buy and hold strategies that ultimately leave market participants more susceptible to market downturns.
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1201 Pacific Ave, Ste 603, Tacoma, WA 98402
info@PNW-ria.com / Tel. 360-970-8221
