Investment Management

OnCourse Wealth Management’s investment strategy reflects our belief that the days of simply buying and holding a portfolio of stocks, bonds or mutual funds are in the past. Today, dozens of asset classes with broad diversification are available to help protect your portfolio against extreme market volatility. OnCourse Wealth Management looks at the entire global financial market to find these opportunities.

Our team goes through a comprehensive discovery process to learn who you are, what’s important to you, and what your interests, values and dreams are. We then go through a strategic proprietary process to help you set an investment course which evaluates the correlation between the money you have, the money you need and when you will need it. Once your investment course is set, we are here to stand beside you as you face every significant financial decision throughout your lifetime.

We believe that having a well thought-out, understandable strategy, which helps protect portfolios and provide opportunity for growth, will provide financial confidence for our clients.

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives. Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters. It is important to consider all investments in light of your specific objectives and risk tolerance.

What type of an investor are you? Contact us today to learn more about our personalized investment services.