At Corrigan Financial, we are focused on portfolio design—or the overall composition of the investment portfolio. When determining your optimum allocation of assets we take into consideration the risks associated with inflation and volatility.
Portfolio selection is not so much a function of the number of stocks and bonds involved as it is of the relationships of one asset to another and their relative proportion within the portfolio. We believe that a portfolio must be diversified within each asset class. The appropriate allocation of assets should include stocks, bonds and cash, as well as strategies for the domestic equity market, the international equity market, and the fixed income market.
Life events such as marriage, divorce, loss of a loved one or spouse, job stability, children, and college costs can impact your financial framework. Our team consistently monitors and revisits your asset allocation to ensure that your portfolio is appropriate for each stage of your life.
Your financial planner and investment advisor meet with you regularly to update your overall plan and ensure that your investment strategies are being executed properly.