Investment Planning

Investment Planning

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Investment planning at NCA starts with your financial advisory team understanding your specific investment goals and objectives. After a thorough review, we work together to determine your risk tolerance, ensuring it matches your goals and objectives. We then create a customized portfolio to help you reach those goals.

Our portfolios use a combination of strategic investment allocation coupled with modern portfolio theory with a focus on risk-adjusted rates of return. Our Chief Investment Officer (CIO) is dedicated to continuously monitoring our clients’ investments and educating himself on new opportunities. Investment planning is not a set-it-and-forget-it situation. NCA’s CIO and Financial Advisors work seamlessly on your behalf by having frequent status meetings, discussing client needs, and staying aware of market trends. Both your Advisor and our CIO are constantly having in-person interactions with top economists, investment managers, strategists, and researchers. We pride ourselves on working as a team to ensure you have the opportunity to meet your financial goals.

Check the background of this investment professional on FINRA's BrokerCheck.