Zemenick & Walker works to create a financial plan unique to each client that takes into consideration their whole financial picture. Below are the various aspects of the planning process that we focus on when building investment portfolios.
After performing a comprehensive due diligence process, we will create an investment portfolio that is appropriate for each client. With a focus on diversification, Zemenick & Walker helps the client establish an asset allocation mix that employs multiple asset classes and conforms to the clients’ long-term goals and risk tolerance. Client investments are reviewed on an ongoing basis to determine whether any changes to lifestyle necessitate a shift in investment strategy.