Investment Planning

Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:

  • Asset allocation provides the foundation to managing portfolio risk and return potential;
  • Tax efficiency and asset location are critical;
  • Portfolio expenses must be scrutinized;
  • No single money management firm can be all things to all people; and
  • Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides the most effective way of helping toward achieving your goals.

We leverage the power of technology to drive our disciplined five-step investment process:

Investment Planning

Step 1 – Advice and planning

Step 2 – Portfolio modeling, analysis and design

Step 3 – Investment policy statement (IPS) development planning

Implementation

Implementation takes the IPS one step further by clearly defining the specific investments to be included in the portfolio and proposing how, when and where they should be incorporated. Our investment management platform offers:

Step 4 – Implementation, manager search and selection

Step 5 – Ongoing monitoring, due diligence and reporting*

*Available through our investment advisory programs.

CRN-1703078-020617

Our Office Location

Hueners Hall Romo Prosise LLC

4241 B. Street
Suite 305
Anchorage, AK 99503
ph: 907.561.3187
fax: 907.561.5028
toll free: in AK 1-800-478-8327

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Latest News

Financial and Economic Brief - February 13, 2018

• Economy “Still Strong” - According to New York Fed President William Dudley, the economy is “likely to continue to grow above its normal pace”.

• Oil Prices Falling - Oil prices fell 10% this week, dropping below $60 a barrel for the first time in 2018.

• Stock Market Up - Wall Street’s main indexes rose for a second day today, fueled by gains in technology and financial stocks.

Financial and Economic Brief - February 7, 2018

• December Trade Deficit Increased - The U.S. trade deficit increased 5.3% to $53.1 billion, the highest level since October 2008.

• Machines Making Trading Decisions - Wall Street's recent 1,175 drop wasn’t driven by nervous portfolio managers or any other human traders.

• UK Single Market Access in Question - The European Union (EU) wants the power to restrict UK access to the single market during a transition period after Britain leaves the bloc, if it violates agreed upon rules.

Financial and Economic Brief - January 30, 2018

• Increase in Spending, Decrease in Savings - U.S. consumer spending rose 0.4% in December as demand for goods and services increased, but savings dropped to a 10-year low.

• Dr. Pepper Snapple and Keurig Green Mountain Merger - Dr. Pepper Snapple Group and Keurig Green Mountain plan to merge in a deal that creates a beverage giant, with roughly $11 billion in pro forma combined.

• Wall Street Down at Opening - Wall Street fell on Monday from record levels last week, weighed down by a 1.42% drop in Apple shares after a report said it would make fewer iPhone Xs.

Financial and Economic Brief - January 23, 2018

• Global Growth Forecasts - The International Monetary Fund (IMF) has revised global growth forecasts for 2018 and 2019 higher by 0.2 percentage points to 3.9%.

• Q4 2017 Growth - Economists say that the economy “quite possibly” grew at a better than 3% annual pace in Q4, as it did in the both Q2 and Q3.

• Stocks Stay Even - World stocks and U.S. bond markets “shrugged off” a government shutdown in Washington, the dollar fell near three-year lows, and the euro resumed its strong start in 2018.

Financial and Economic Brief - January 16, 2018

• Strong Holiday Sales - According to the National Retail Federation, holiday sales rose 5.5% compared to last year, marking the largest jump since the end of the Great Recession.

• Wells Fargo Shares Lower - Shares of Wells Fargo fell after reporting a mixed performance for Q4 2017. They reported revenue of $22.05 billion, which was below the $22.64 billion forecast of financial analysts.

• Consumer Prices Increase - U.S. consumer prices recorded their largest increase in 11 months in December at 0.3%, on gains in the cost of rental accommodations and healthcare.

Financial and Economic Brief - January 9, 2018

• Service Sector Growth Slows - Growth in non-manufacturing economic activity continued to fall in December, after dropping more than expected in November.

• GoPro Cutting 20% of Staff - GoPro is shutting down its drone business and cutting 20% of its staff after “weak demand” for its products.

• S&P, Dow Trade Lower on Monday - The S&P 500 and the Dow were trading lower on Monday, as losses in healthcare and financial stocks hindered Wall Street’s strongest start to a year in a decade.