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With guidance from our team of advisors, we will help you build the portfolio you want and ensure it aligns with your financial goals. We will monitor your investments and provide advice based on market performance and trends so you can work towards achieving your financial goals.

Check the background of our investment professionals on FINRA's BrokerCheck.

Our Approach

We believe that a professionally managed, globally diversified portfolio of active and passive strategies, selected using both fundamental and qualitative analysis, combined with a disciplined valuation framework for allocating assets, will influence a successful client outcome. Key elements of our approach include:

  • global diversification
  • appropriate investment strategies
  • valuation framework
  • a team of skilled professionals
  • open architecture

The Investment Management Process

Our investment process is a team-based approach focused on three main disciplines.

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Asset Allocation

Our Investment Committee identifies strategic global targets for client portfolios in three categories (Equities, Fixed Income and Complements) with differing risk/return profiles. We'll work with you to construct a portfolio that aligns return expectations with your desired level of risk. This process is often based on:

  • Your assets
  • Your need for spending
  • Your long-term strategy for the investments
  • Your willingness to accept short-term market declines
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Manager Selection

Our Research team identifies investment managers with clearly articulated, consistently applied, cost-effective strategies.

The team conducts qualitative and quantitative research to understand the mechanics of each manager's strategy and how they would be expected to perform in various market conditions.

We also assess where each manager currently is in their performance cycle so we can be intentional when entering and exiting the manager. Our decisions are explainable, repeatable and measurable.

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Capital Allocation

Our Asset Class Strategy groups focus on their respective categories (Equities, Fixed Income and Complements) to find value and invest accordingly. And while we take a strategic view of the market, we look for opportunities to add value by employing tactical shifts to your portfolio, sometimes overweighting or underweighting within different categories.

Using a disciplined valuation framework, we seek to capitalize on changes in global market and economic conditions.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against risk; it is a method used to help manage portfolio volatility.

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The investment process presented herein describes the process delivered to investment and wealth management clients of Johnson Bank and Johnson Wealth Inc. It is for educational and illustrative purposes only and should not be treated as invesmement advice or a recommendation to buy or sell any investment. Past performance is not a guarantee of future results.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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