Investment Strategies

Build the perfect portfolio for you.

Call us at 931.431.3315 (please note, this number is voice only and does not accept text messages) and speak to our Wealth Management Team. We can't wait to get to know you and help you build a plan that aligns with your values and helps you reach your financial goals.

Let's get personal with investing.

Knowing where to start can seem a little overwhelming, but investing can actually be approachable and personable. All you need is a little time, conversation, and the right partner. Our licensed and experienced Financial Planning team, registered representatives of Osaic Institutions, offers impartial, thoughtful advice tailored to your unique journey and goals.

Tell us about you.

To create your personalized portfolio, we spend our first few meetings getting to know you. It's incredibly important that when you invest, you choose investments that align with your priorities and ideals. Come prepared to talk about:

  • Your Priorities - Where do you visualize yourself in 5, 10, or 15 years? What is essential to your happiness and well-being? Do you picture yourself retiring in a large estate or do you envision successfully paying for your grandchildren's college education? Understanding your bigger picture will help us craft realistic and approachable goals.
  • Your Values - When you invest your money, you are giving your support to companies. It's important that your values and beliefs are aligned with your investments. Make sure you feel good about how you are shaping the future with your funds.
  • Your Risk Tolerance - All investing requires some level of risk and we believe this is why so many people avoid pursuing it. Don't lock yourself out of opportunities because you are fearful of the "what if" scenarios. Talk to a member of our Wealth Management Team and we can help you determine the best investments for you based on your comfort levels with market volatility.

Reveal the possibilities.

There are many different types of investment products from which you can select. Our team can help you review each in detail and find the best options for your life.

  • Mutual Funds - A diverse mix of assets that are actively managed for you
  • ETFs - Exchange-Traded Funds can be traded like stocks, allowing investment diversity.
  • Managed Accounts - Accounts owned by a single investor and professionally managed
  • Stocks - Shares of individual companies
  • Bonds - A loan you provide to companies that they pay interest on in return
  • Fixed Annuities - A contract sold by insurance companies that provide regular payments to purchasers. The purchaser is guaranteed* a certain amount of money for the term to which they agree
  • Variable Annuities - A contract sold by insurance companies that provide regular payments to purchasers; the annuity fluctuates with the returns on the sub-account in which it is invested

*All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

Build a roadmap & a relationship.

Once we get to know you, what you want to achieve, and which options work best for your life, we'll build a custom plan for you. Think of it as a roadmap to guide you along your financial journey.

With plans in hand, you can then start working toward your goals. Sometimes the road of life changes course, so we'll schedule check-ins to make sure your investments continue to be aligned with your needs.

Take our card.

We believe money management guidance should be holistic, free, and personal. If that sounds like what you are looking for, give us a call at 931.431.3315 (please note, this number is voice only and does not accept text messages).

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Fortera Wealth Management is a trade name of Fortera Credit Union. Osaic Institutions and Fortera Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by a credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value. For more information, please visit http://www.finra.org/ or http://www.sipc.org/. Members should consult a tax advisor for additional tax information.