The implementation of your financial plan likely will involve investing some portion of your savings to pursue your defined goals. Your investment portfolio will consider the time horizon of your goals, your ability and willingness to withstand the ups and downs of markets, income needs and tax sensitivity.
In combination with your needs, the investment portfolios recommended by Sanitas Wealth Management are guided by certain investment principles which we believe are critical to long term outcomes:
Sanitas Wealth Management will work with you to design a portfolio invested with your financial goals in mind, and which will be guided by our investment principles. As life events and your personal circumstances change, your financial plan and your investment strategy will be re-evaluated and will evolve to remain consistent with your needs.
*Asset allocation and diversification do not guarantee against investment losses. Bonds may underperform in a rising rate environment.
How much do you know about investing? Take our quiz and find out instantly.