{"id":8,"date":"2019-10-14T21:18:41","date_gmt":"2019-10-14T21:18:41","guid":{"rendered":"http:\/\/gpswp.com\/financialdistributorsllc-2019\/?page_id=8"},"modified":"2019-12-12T00:41:55","modified_gmt":"2019-12-12T00:41:55","slug":"asset-maximization","status":"publish","type":"page","link":"https:\/\/gpswp.com\/palmettoretirement-2019\/services\/asset-maximization\/","title":{"rendered":"Asset Maximization"},"content":{"rendered":"\n

Investment management at your service.\u00a0<\/strong><\/em><\/p>\n\n\n\n

At Palmetto Retirement Specialists, LLC, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today’s complex investment marketplace. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications. With market insights and our personalized approach to asset maximization, we offer innovative solutions for our clients. Our team of professionals shares a common vision for success and customer service, and we provide investment management that caters to each specific investor.<\/p>\n\n\n\n

The benefit of asset maximization<\/strong><\/p>\n\n\n\n

Asset allocation is a management process that\nconsists of combining various asset classes (stocks, bonds, mutual funds, and\nmore) into a portfolio. Returns are sought from the portfolio as a whole, and\nnot each individual security. This approach to asset allocation addresses\npotential risk through proper diversification while also pointing your assets\ntoward achieving growth.<\/p>\n\n\n\n

Our experience and confidence in the\naforementioned process, combined with our objective-driven management, make us\na fit for people who are investing for retirement income. We are also adept at\nfocusing your assets to help create a reliable source of retirement income while\nmitigating volatility and aimed at long-term growth.<\/p>\n\n\n\n

Asset maximization with a fiduciary<\/strong><\/p>\n\n\n\n

As a fiduciary, we have an obligation to\nensure the appropriate products, services, and recommendations are chosen based\non the clients\u2019 best interest. Therefore, we develop your personalized asset\nallocation model based on individual risk tolerance, objectives and financial\nneeds. Our goal is to maximize your investment returns through diversification\nof your assets* and a disciplined investment philosophy combined with rigorous\nrisk management.<\/p>\n\n\n\n

*Diversification and asset allocation\ndoes not assure or guarantee better performance and cannot eliminate the risk\nof investment loss. Before investing, you should carefully read the applicable\nvolatility disclosure for each of the underlying funds, which can be found in\nthe current prospectus.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Investment management at your service.\u00a0 At Palmetto Retirement Specialists, LLC, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today’s complex investment marketplace. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications. With market insights […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\nAsset Maximization - Palmetto Retirement<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/palmettoretirement-2019\/services\/asset-maximization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asset Maximization - Palmetto Retirement\" \/>\n<meta property=\"og:description\" content=\"Investment management at your service.\u00a0 At Palmetto Retirement Specialists, LLC, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today’s complex investment marketplace. 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