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Our Investment Process

Step 1:

Clarifying Personal Goals and Life Situation

This takes place in the financial planning process to figure out whats most important to you and what your personal beliefs are.

Step 2:

Learn About Your Risk Tolerance

This includes steps you can take to minimize the risks to your financial plans—not just stock market risk, but also inflation risk and longevity risk. It also includes protecting your finances from other risks

Step 3:

Review Strategy 

Before we invest in a portfolio, we make sure you understand the strategy and our investment philosophy. Our foundational principles to investing are stated below.

Once you are comfortable with the strategy and understand how it works, we will review where your current assets are and focus on proper asset location.

Step 4:

Implementation  

Once you are comfortable with the strategy and understand how it works, we will review where your current assets are and focus on proper asset location. 

Step 5:

Ongoing Monitoring and Review

Once the portfolio is implemented, we will periodically review and rebalance the portfolio. Through our review meetings, we will make sure we understand when different aspects of your life change to make adjustments when necessary.

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Segawa Consulting Group LLC

 

1580 Makaloa Street, #1111

Honolulu, HI 96814

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Phone: +1 808 695 6200

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Segawa Consulting Group and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: CA, FL, HI, NV, UT & WA. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

© 2020 by Segawa Consulting Group LLC

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