Investments
At Julien Planning, we provide personalized portfolio management, investment strategies, and wealth management services to help grow and protect your assets. With a focus on your unique goals and risk tolerance, we design plans that align with your financial future. Partner with us for expert guidance and a clear path to building lasting wealth.
Portfolio Management
We provide active oversight and management of your investments. This involves selecting and monitoring a diversified portfolio of assets (stocks, bonds, real estate, etc.) based on your risk tolerance, investment goals, and time horizon. This may include rebalancing the portfolio to maintain the desired asset allocation and making adjustments based on market conditions.
Investment Management
We manage your portfolios and other investment-related services. This may extend to investment research and analysis, asset allocation, portfolio construction and rebalancing, and ongoing monitoring and management of investment performance.
Wealth Management
The more wealth you have, the more you need it managed. We offer a comprehensive approach to managing the financial affairs of high-net-worth individuals. This encompasses a wide range of services, including financial planning, investment management, estate planning, tax planning, and philanthropy.