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Portfolio Management in the Washington, D.C. Metro Area

Customized Investment Management strategies

A Customized Investment Management Approach

A one-size-fits-all portfolio solution may seem like an efficient investment strategy on the surface, but by ignoring both significant and subtle differences between investors, it may fail to serve your best interests. As a fee-only financial advisory firm, we provide customized investment management strategies structured around your unique investment needs.

Whether you’re a seasoned investor or just getting started, we can help you take the next step. Contact us today for a free consultation!

Our Investment Management Philosophy

Our portfolios are grounded in our investment philosophy, which is built on the following principles:

  • Market efficiency
  • Global diversification
  • A disciplined approach
  • An aversion to unnecessary costs and fees

By utilizing particular mutual funds and exchange-traded funds, we are able to target specific dimensions of returns that have shown to be persistent and pervasive across markets. Based on your unique needs and risk tolerance, we construct an investment portfolio appropriate for accomplishing your goals while managing your risk exposure so that you can feel comfortable and confident in the direction of your assets.

Tax-Sensitive Investment Planning

We recognize that some individuals may require tax-sensitive strategies. Our tax-conscious approach follows our same general approach to investment management while giving particular attention to after-tax returns concerning dividend and income management. We place emphasis on logistical tax-efficiency across accounts in order to minimize tax burden and plan taxable events at advantageous times.

Investment Planning with Dimensional Funds

Our strategies often employ the use of Dimensional mutual funds that are unavailable to the individual investor. Dimensional’s strategies are based on academic research, rather than on speculation or commercial indexes. The strategies implemented by Dimensional echo much of our investment philosophy, as they are built around the following core beliefs:

  • Securities are fairly priced in liquid and competitive markets.
  • Diversification is essential.
  • Investing involves trading off risks and costs with expected returns.

Let Us Help You Achieve Your Investment Goals

At Ferguson-Johnson Wealth Management, we know that every investor is different. We’ll tailor your portfolio to your experience, your goals, and your desired level of risk, then we’ll help you manage it over time. We know you’re unique, and that’s why we don’t offer cookie-cutter investment plans.

Are you ready to experience customized investment management tailored to your needs? Contact Ferguson-Johnson Wealth Management for portfolio management in the Washington, D.C. and Vero Beach, FL areas today.

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