Strategy & Philosophy
1. Listen & Learn
The first step is simple. Andrew Ahrens and his team listens and learns about your current financial status and future financial objectives. Each of Ahrens’ clients has a different set of circumstances and goals, and Ahrens must be aware of those in order to develop and implement an investment plan.
2. Develop Investment Plan
A unique investment plan is developed for each client. However, all plans are based upon Ahrens’ foundation of investment philosophies and principles:
- Wealth Preservation – Ahrens believes that a commitment to wealth preservation and minimizing downside risks should be the cornerstone of your portfolio.
- Asset Allocation – The distribution of assets within portfolios should be based on meeting your needs with as much certainty as possible.
- Long-Term Commitment – Ultimate success is dependent on the long-term commitment to quality investment selection and a continuing flexibility to adjust as conditions warrant.
3. Investment Selection
Andrew Ahrens takes pride in the investments that he recommends to his clients, and he spends an inordinate amount of time researching and selecting those investments. Many of his investments possess common attributes, specifically a proven history of outperformance combined with the ability to limit downside risks. No investment assures success or protects against loss.
4. Implement, Monitor & Adjust
The implementation is simple. Andrew Ahrens and his company attempts to differentiate themselves by their ability to identify changes in the markets and to react accordingly. Tax implications, diversification, liquidity, and risks are always factored into any decisions.
5. Client Service
A tremendous amount of time and effort is put into making sure that Ahrens’ clients are satisfied. Ahrens’ team of advisers and staff are dedicated to making sure that each client receives reporting and communication that is above and beyond expectations. Anything less than exceptional is considered a failure.