Diversified investment solutions to help reach your goals.
The only certainty in the financial markets is that they are uncertain. For most investors, this causes confusion, intimidation, and frustration when it comes to investing for the future. Our job at Plotkin Financial Advisors (PFA) is to alleviate this concern and bring clarity, confidence, and purpose when it comes to your portfolio.
Over the years we have found our global perspective helps both in the short and the long-term as you reach your goals and plan your legacy. We share a similar investment philosophy as the managers of the Yale and Harvard University Endowment Funds. This investment principle combines an array of alternative investments with traditional investments, such as equities and fixed income. This approach offers opportunities for account preservation, income, and growth.
We have implemented this approach through our collaboration with Charles Schwab and TD Ameritrade as our custodians. Their comprehensive platforms combined with our investment knowledge offers our clients 24/7 access to their investment portfolios as well as an investment infrastructure to think outside the box to continue to meet your unique investment needs.
Investments customized for you.
We shape our investment offerings so that they are tailored to meet your goals and ambitions. It is for this reason that we allocate your portfolio based on some of the following questions:
- What are your short and long-term goals?
- Do the underlying investments offer the correct risk-reward balance?
- Are the investments tax efficient?
We analyze your responses to these questions in order to customize your portfolio to capitalize on opportunities in the economy as well as meet your capital needs when they arise. Most goal-oriented investing revolves around preserving principal, generating income, and growing your assets. Your risk tolerance and stage in life will dictate what investment allocation makes the most sense for you. Our investment committee and financial advisors have identified investment vehicles, managers, and programs that can help each investor best meet their goals. Some of the options that comprise our investment portfolio include:
- Exchange Traded Funds (ETFs), Index Funds & Mutual Funds
- Separate Account Managers for bond portfolios and individual stock portfolios
- Unit Investment Trusts (UITs)
- Private Placement Programs in Real Estate as well as Oil& Gas Partnerships
- Real Estate Investment Trusts (REITs)
- Private Equity & Hedge Funds
Each of the mentioned offerings and strategies has unique characteristics that can help diversify your portfolio. Our Investment Committee diligently identifies top performers, through independent research and institutional resources, and implements these strategies in your portfolio.
Unique, exclusive access.
PFA understands that there is no standardized process when it comes to investing, and this is why we have adopted the endowment approach when it comes to managing your hard-earned resources. This strategy incorporates alternative investments via real estate and natural resources because their low correlation to the markets helps offer stability to portfolios when the financial markets experience volatility. Cash flow generated from these investments may provide for new investment opportunities as well as current income for your expenses. For this reason, we look beyond the traditional stock and bond investments available to most investors. Investing is about thinking outside the box as you accumulate assets during your working years and for income and growth needs in retirement. Having recognized this, we have developed relationships with many well-known real estate investment companies that offer our clientele unique access for income and growth opportunities.
As your investment advisor, it is important to know that our goals are aligned with yours. The rationale for this is simple: the better we do for our clients, the better we perform as a firm. It is in this tireless pursuit that we strive to find the best investments to help you achieve your goals. Our clients do not pay transaction fees for their investments, and we structure portfolios to reduce the burdens of excessive income tax liabilities through tax efficient investing. The goal of this strategy is better overall returns and more productive portfolios for our clients.
As investment fiduciaries, we have the responsibility to offer you unbiased solutions when it comes to investing. This level of commitment and service separates us from our competitors and gives you a comprehensive solution when it comes to building and managing your assets.
If you are local to Washington DC, Maryland or Virginia, please feel free to contact us to learn more about our investment advisory solutions.