McPherson Financial Partners (MFP) believes that investment management is essential in the accumulation and preservation of wealth. We first establish your level of risk, then assess the risk level of your current financial assets and develop the most appropriate portfolio.
With extensive knowledge of investment management, we do not experiment with your investment. Our process is designed to maximize returns while minimizing risk, as much as possible. We utilize institutional money managers to actively manage your portfolio based on your goals.
Active Investment Management
At McPherson Financial Partners (MFP), we utilize Institutional money managers to take advantage of opportunities in the financial markets and economic trends as they evolve. We receive daily/weekly updates from the managers and we are notified immediately of any portfolio changes to make sure that we communicate any crucial changes to our clients. In uncertain times, investors benefit from the constant monitoring of the world’s economies. This is what the institutional money managers offer with their extensive research teams and experienced portfolio managers. They solely focus on investing in equities, closed-end funds, special-situation investments, income-yielding vehicles, and other investment strategies. While we monitor your planning and overall portfolio to maximize growth and minimizing volatility.