Create an investment plan designed to capture most of the upside of the market. This helps satisfy the greed factor.
Develop a strategy that helps minimize downside exposure in the portfolio. This helps reduce the fear factor.
Even the most sophisticated and intelligent investors are susceptible to emotional decisions when faced with extreme market conditions. Our portfolio is designed for investors to maintain a middle-ground where there is less temptation and less emotion. This helps provide more consistency.
Incorporate a component that can help maintain stability in ever-changing markets.
Philip Strunk is a native of Houston, TX. Philip earned his Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin’s McCombs School of Business. He earned his designation as Certified Public Accountant (CPA) in 2004 and CERTIFIED FINANCIAL PLANNER (TM) certification in 2010. Having started his career with Deloitte & Touche, LLP in 2005, Philip spent a year and a half in Deloitte’s Audit and Assurance Services group and provided a variety of financial services for a number of Fortune 500 companies. He decided in late 2006 that his talent and passion for investments were best suited for working with smaller groups and individuals. After obtaining the required securities registrations and insurance licenses, Philip became a financial advisor. The impact was plainly visible and more fulfilling. Philip serves as the Investment Director for MPACT.