Investment Planning

Investment Planning

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return. To do this, we employ an evidence-based investment methodology backed by more than 80 years of peer-reviewed financial research and market studies.

What you may be thinking:

  • Can my investment portfolio withstand a significant market drop?
  • Am I taking on the appropriate level of risk with my investments?
  • Are there any gaps or opportunities within my current portfolio?
  • Does my current investment strategy align with my goals?

Our Approach

We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals. And once the initial strategy is put in place, we work continuously to ensure your investment portfolio is optimally tuned through active monitoring, rebalancing and tax-loss harvesting when necessary.

How Buckingham Helps

Our Investment Planning Conversations

  1. Ongoing Portfolio Maintenance and Rebalancing
  2. Risk Assessment
  3. Investment Planning and Implementation
  4. Employer Retirement Guidance (401k 403b, 457, etc.)
  5. Fixed Annuity Analysis
  6. Variable Annuity Analysis
  7. Current Portfolio Gap Analysis

Our investment ideology,
tailored to you.

See exactly how and why we bring an evidence-driven approach and sound investment fundamentals to your specific situation and unique life goals.

Learn More

Additional Services

Investment Planning correlates with these other wealth management conversations.

Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

Education Planning

Ensure the financial access to desired education experiences for your family.

Charitable Giving

Support causes that align with your values while better positioning your financial future.

Related Articles

See our latest thoughts and insights on Investment Planning.

  • September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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  • September 20, 2023

    Commodities from an Investment Strategy Perspective

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.

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  • September 12, 2023

    Saving for College with a 529 Education Plan

    Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

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