Investment Philosophy

As we study the financial landscape we adjust our strategies to not be excessively cautious, nor overly aggressive. Lefavi Wealth Management takes a prudent approach to financial management. Even through economic ups and downs, Lefavi clients know what they can expect from their advisors and from their money. We blend moderate growth with asset protection to help our clients reach their long-term financial goals while minimizing risk. We never try to beat the market by buying into gimmick investments or taking unnecessary risk. Instead, we focus on steady, predictable portfolio management.

Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversification and custom rebalancing. Our experienced Investment Committee discusses portfolio adjustments weekly. This Committee carefully, and continuously, monitors our portfolio and takes proactive action as needed to ensure that our assets are on track for growth. The team of advisors that comprises the Committee have comprehensive and varied investment experience. The Committee meets weekly to analyze and discuss general economic activity, assess the health of previous strategies, and research potential future strategies. The Committee continuously explores new investment opportunities and estate-planning techniques, as well as strategies for asset protection and reducing state and federal taxes.

Modern Portfolio Theory