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Pantheon's Professionally Managed Investments

Pantheon’s Objectives-Based Investment Management Process

Pantheon Wealth Planning works with a team of investment advisors who provide objectives-based investment management to help you pursue your goals. And, these goals must be synchronized if you want to achieve financial independence now and in the future. You want to build wealth so you can spend it to live the life you deserve. But you need the knowledge and the discipline to spend your wealth wisely so you can preserve the income you need later in life.

Objectives-Based Investment Management

Objectives-based investment strategies exceed the boundaries of Wall Street stocks and bonds. Diversification of assets that are aligned with your goals and principles can help strengthen your portfolio and offset risk potential. This strategy incorporates growth of capital and sustainable income, balanced distributions, and procedures that work toward preserving your wealth.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Objectives-based investing helps you address life goals that come and go as you live your best life. 

For example, early in life, your goals might include:

  • Establishing a retirement account
  • Saving to pay for your child’s college education
  • Buying your dream home

Later in life you may want to focus on:

  • Continuing to build retirement income
  • Buying investment property
  • Leaving a legacy of long-lasting wealth for your children

You have the potential to build and continually grow wealth in your investment and retirement accounts when you work with Pantheon. Our investment committee helps you develop approaches designed to build strong portfolios to work toward your goals and pursue your dreams. They also offer continued support and resources to help you work toward desired results.

Pantheon’s Investment Advisors Help You:

  • Diversify your portfolio
  • Align your assets with your principles and goals
  • Assist with appropriate rebalancing of your portfolio
  • Leverage what you have to increase capital growth
  • Stay on top of market trends and updates

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification, asset allocation and rebalancing do not protect against market risk.

What’s Your Risk Number?

It’s important to identify your risk number to create the appropriate portfolio for you. Why? Because, your risk number defines your tolerance level for investing. And, that’s important. You don’t want to lie awake at night worrying. You want to feel confident and invest within your level of comfort.

Find Your Risk Number