Severance & Chowning Wealth Management is committed to providing objectivity in all phases of the investment process. Using a team approach, we draw on our collective experience and knowledge in helping our clients build and preserve wealth. We can utilize premier in house and outside money managers to implement customized asset allocations for our clients and use investment strategies that focus on long and short-term objectives.
RISK MANAGEMENT
Our team has the experience and flexibility to help you establish an investment portfolio based on a commitment to key principles, including:
- Establishing an asset allocation that is compatible with your goals and needs
- Understanding the components of risk and deciding on acceptable parameters
- Diversifying to increase return and reduce overall portfolio risk
- Access to leading professional portfolio managers
Disclosure: Diversification and asset allocation does not ensure a profit or guarantee protection against a loss.