Bringing transparency to the area that needs it most, your investments.
At Callahan Financial Planning, proper investment policy starts with our comprehensive financial planning process, where each investment management client receives a detailed investment policy statement. Each client in Omaha receives investment management and advice provided by a CFP® professional or CFA charterholder.
Our Disciplined Investment Policy
We’ll work with you to fully understand your current financial situation and your precise goals today. We help you determine what’s reasonable for your situational makeup, but also for your tolerance for risk.
With precision, our Investment Policy Statement (IPS) outlines exactly what we’ll do, why we’ll do it, how we plan to and when we’re going to do it. This will serve as a foundation for our investment decisions and ensure we remain disciplined in good and bad times alike for your long-term success.
Our research starts broadly with no option uncovered. In the U.S. today, there are more than 12,000 publicly traded stocks, 25,000 Mutual Funds, 1,000 before Exchange Traded Funds (ETFs), with countless more bonds and private investment opportunities. Without predisposition or bias, our research process conducts searches to identify a short list of investments meeting our criteria focused on:
- Keeping Costs Low
- Managing Risk
- Proper Asset Allocation
- Identifying Investment Opportunities
Managing to our base allocation, we make ongoing adjustments to reflect our investment counsel’s current views on economic, market, valuation risks and opportunities available. This research results provide the ongoing base for our portfolio design and is updated regularly.
Picking Up Where You Left Off
Our clients are proud of the care they’ve maintained in accumulating their wealth. We believe even greater prudence must be taken to ensure it’s safety for your future.