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4500 S. Lakeshore Dr.

Suite 342 Tempe AZ 85282

Mon - Fri 8.00 - 5.00

Saturday and Sunday closed

+1 480-699-5540

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Modern Investment Services Focused On Your Goals

Over the past two decades, technology has literally impacted everything we do. From driving to shopping, new technologies have enabled massive increases in productivity and efficiency. The way we invest has also changed – for the better. Interestingly, most investment advisors still cling to investment methods that were introduced almost 70 years ago!
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The Problem With “MODERN” Portfolio Theory

In the year 1952 Harry Markowitz introduced the idea that the stock market could be subdivided into various categories that had different risk and return characteristics. His research showed that splitting an investment amount into various proportions of these categories could actually reduce overall risk while improving long-term returns. In other words, Harry Markowitz invented this:
The asset allocation pie chart is a simple tool that helps investors manage their long-term risk and return. The problem is that using an asset allocation model does nothing to protect you from sharp downturns in the stock market. It’s been proven again and again that sharp market declines cause nearly ALL asset classes to fall at approximately the same rate. A great example of this was February 2020 when the Covid-19 crisis caused stocks of all kinds to fall about -35% in a single month! During that time high quality corporate bonds also fell about -25% in the same time. So much for reducing risk through asset allocation!

A High-Tech Approach To Investing

While the basic principles of asset allocation still work fine over the long term, there are more modern techniques we can use to improve your returns and reduce your downside risk. Technology allows us to use macroeconomic data to determine the types of stocks that are likely to benefit the most from the current economic conditions.
Technology also allows us to exit positions if they drop more than a predetermined amount. We can then construct a portfolio for you that is allocated properly for your risk tolerance, focused on the best performing areas of the market, and controlled for downside risk. Here is an example of the S&P 500 Index exchange traded fund over a six month period from October 2019 – March 2020. Technology allowed this position to be kept in the portfolio while the market was rising, but automatically sold it before a normal-sized drop turned into a huge disaster.

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Also High-Touch

Our philosophy is to communicate frequently with our clients so they know what is going on with their money. We are committed to providing timely reports that reflect the investment methods we are using as well as the performance in relation to comparable benchmarks. We will meet with our clients as often as they feel is needed. We don’t ever want to be the kind of advisor that you hand off money to and then never hear from again. We’ve heard plenty of stories like one before. You won’t get that type of service from Larson Wealth Management!

GOALS-BASED APPROACH

Ask yourself the following questions:

1. When is your ideal retirement date?
2. When are you actually likely to retire?
3. Based on how much you are contributing to your investment portfolio each year, what is your required rate of return?
4. And how much downside can you afford to take without compromising your objective?
These are some basic questions that we use to determine the type of investment portfolio is most appropriate for you. Our objective isn’t simply to maximize the returns on your portfolio, we also want to help you reach your goal as early as possible so you have more time to enjoy your life in retirement or that vacation cabin in the mountains.
Now ask yourself one more question:

• Is your current advisor doing what you expect them to do for you?
If the answer is no, then we hope you’ll schedule a consultation with us so you can learn more about how our system will better accomplish your objectives!

ARE YOU READY TO CREATE A HIGH-PERFORMANCE INVESTMENT PLAN?

Getting started is easy. The first step is to let us know how we can help you. Just fill out the simple contact form below and we will be in touch with you right away – or just call us at 480-699-5540

Click here to schedule a free initial consultation to discuss your Investment Management needs
Larson Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LarsonWealth Management and its representatives are properly licensed or exempted. This website/information has been provided to you solely for information purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. No advice may be rendered by LarsonWealth Management unless a client services agreement has been properly executed. This website/information should not be construed as legal or tax advice, nor is it intended to replace the advice of a qualified attorney or tax advisor.
Third-party custody services are provided by SEI Private Trust Company (www.seic.com) and Interactive Brokers Inc. (www.interactivebrokers.com). Larson Wealth Management, LLC is independent of all custodians and has no legal affiliation with any asset custodian. These third-party custodians are compensated according to their own fee schedules that are separate from fees charged by Larson Wealth Management, LLC. No compensation is paid by these custodians to Larson Wealth Management.
*Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Investments in securities involves risk. Securities are not FDIC insured, are not guaranteed by any bank, and are not insured by any state or federal agency. Securities may lose value, including loss of principal. Past performance of any security or index is not a guarantee of future investment performance.
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Larson Wealth Management is an independent Registered Investment Advisor (RIA). 

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Don C. Larson, CFP®, MBA