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We believe that globally diversified investment portfolios achieve the greatest return with a minimum amount of risk.
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Our portfolios are primarily constructed using exchange-traded funds and no-load mutual funds. Vanguard (www.vanguard.com) and Dimensional Fund Advisors (www.dfaus.com) are two fund families commonly represented in our portfolios.
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Each client’s portfolio is tailored to their specific financial goals.
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We do not believe in frequently trading in and out of investment positions. Adjustments to a portfolio are typically made once or twice a year based on market movements.
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Financial Futures maintains non-discretionary control over the investments it manages. This means that you have the final word on any trades in your portfolio.
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You will receive an email with any recommended trades to your portfolio detailed within. No trade will be placed until your written authorization (via email) is received. |
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| Our Services |
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Investment Management
Budgeting
Debt Management
Cash Flow Management
Charitable Giving
Retirement Planning
Education Planning
Insurance Review
Estate Planning
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If you would like to learn more about Financial Futures and the services we provide, contact us via our online form, or by calling direct at 1-732-722-7289. |
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