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Portfolio Management

Foundation Wealth Investment Process

Step 1

We start by creating an in-depth risk profile that addresses both what is necessary to help attain goals coupled with how each individual views risk. We create real scenarios for you to consider, which helps in understanding what’s important to you about your investments.

Step 2

Once we have established your risk number, through extensive research and stress testing we create portfolios based on deep, fundamental understanding of the economy, markets, and each investment instrument we utilize.

Step 3

Next, using technical analysis, we monitor metrics such as price, momentum, and volume – which help to reveal potential entry and exit points.*

Step 4

Based on these proprietary tools, we employ a stringent buy and sell discipline . We monitor each investment in each portfolio on a daily basis and adjust your portfolio on a daily, weekly, or monthly basis depending on volatility.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  972-332-1523 Allen Office | 817-754-1790 Southlake Office