Core and Explore
Investment Philosophy
Investing today is available to most people. However, that doesn't mean most people want to manage their investments and countless studies have shown investing with a financial advisor increases average return and keeps irrational behaviors at bay. Successful investing should have its "set it and forget it" portion, and its more exciting and personal side. We aim to do both with you.
Core
Each investor is different. At Vaal Financial we get that. We also believe that each portfolio of investments should be comprised of a rock solid foundation of well diversified, low cost ETF's. Exchange Traded Funds track certain sectors of markets, from the entire U.S. stock market to only real estate investments. The core of your portfolio will comprise roughly 80% of your investments, depending on personal desire.
Explore
We all are passionate about topics, trends or beliefs. Odds are we can put your money where your mouth is and invest in those causes. These investments can also keep you busy if you are the type to check accounts often. The explore of your portfolio will comprise roughly 20% of your investments, depending on personal desire.
adjusted for the times | Vaal Financial, LLC | 2023 ©
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