Wealth Management

R. K. Gustafson is committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities for you or your business. Our role is to help you make smart, well-informed decisions about your wealth - providing you with greater financial independence, peace of mind, and security. We can assist you in building and managing your wealth with your overall objectives in mind.

Through our wealth management services, we develop, implement, and monitor customized investment portfolios. Our unique investment approach balances the specific needs and risk tolerance of each individual client. Additionally, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs.

The following are our beliefs about managing your portfolio and ensuring you reach your financial goals.

• Customized Portfolio - R. K. Gustafson Financial believes that each client deserves a portfolio that best suits their unique set of financial circumstances. Through a detailed interview process, we create a customized portfolio that takes into consideration your goals, objectives and risk tolerance and timeframe.
• Asset Allocation - Consistent within modern portfolio theory, we believe that asset allocation is the most important aspect to the success of any investment plan. Once we help you determine your personal tolerance for risk, we construct a portfolio that is truly diversified, consisting of growth, value, and income instruments as well as foreign and domestic holdings.
• Security Selection - We maintain a high level of discipline when it comes to investment selection and retention. Once a portfolio is constructed, we monitor it to insure that it meets our expectations and is in line with our stringent investment criteria.