Investment Management
No standard portfolios; no standard allocations.
A Customized Portfolio for Every Client
No two client portfolios at Creative Planning will look exactly alike. We believe that your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals.
Criteria for Investment Selections
Low-Cost
Transparent
Tax-Efficient
Income-Paying
OUR INVESTMENT PHILOSOPHY
How We Select Investments
We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.
We don’t believe in market timing. We don’t believe in allocating portfolios according to risk or age. We create a financial plan that’s based on your needs and goals, then we build a portfolio to match.