Investment Process and Solutions
At Your Mental Wealth Advisors, our approach is to blend behavioral finance and financial psychology into the financial planning and investment management process. We learn about how you think about money and how you choose to use your money. This allows for your advisor to have a deeper understanding of who you are. Your advisor takes into account your life goals, your risk tolerance and your overall financial needs. In return, we can build a more comprehensive Financial Life Plan. Your plan will include investment recommendations that align to your specific risk profile and tolerance level. Your plan will be tailored uniquely to you.
We have a disciplined investment process that begins with our Investment Committee and your advisor. Our Investment Committee establishes our investment standards and your advisor works with you. Our goal is to help you choose the right investment solutions that best fit with your Financial Life Plan.