What We Do
The Mark Aho Difference:
Goal Plan–Based Asset Management
A personal investment strategy, based on your specific goals, is the main vehicle we use to help you live abundantly and generously.
Through our internal investment review process, our team is able to advise and personally design your investment portfolio. We maintain a direct connection with your investments and review which helps us keep you on track.
Our asset management capabilities include both a dividend stock strategy as well as a manager-driven, all-weather strategy. The way in which we employ and combine these strategies depends on your individual needs and objectives.
Your Tailored Strategy
In designing investment strategies for our clients, we may combine our above two solutions into a customized strategy based on your needs.
We often encircle our core strategy with smaller percentages in small-cap equities, international and emerging market equities, real estate, and fixed income.
Customization
While our investment philosophy is consistent across all client strategies, no two portfolios are the same.
That’s because portfolio design always comes after careful consideration of the goals, needs, and circumstances that we uncover through our custom discovery process.
For example, if our four key life questions uncover a family priority that requires changes in cash flow, we can customize your investment portfolio to reflect that goal. We can specifically select dividend-paying equities or adjust your mix of investments to account for a wide variety of needs, including current income requirements or tax considerations. If you simply have a particular investment position you wish to retain, we can often accommodate such preferences.
