Investment Management
Johnson Capital takes a comprehensive approach to investment management. Taking into consideration diversification, asset allocation, risk tolerance, and our outlook on capital markets, Johnson Capital will construct a total portfolio that will serve to meet your short, mid, and long term goals.
Total portfolio investing takes into consideration all of your accounts, not just the ones we manage. Short and near term needs need to be considered in concert with long term goals. Proper investment management also considers taxable accounts in relation to non-taxable accounts; what type of account should hold what type of asset.
Your financial advisor will look at your overall financial situation and offer recommendations as to which type of accounts will best meet your goals. Your advisor will then offer ideas and recommendations about investments that fit your goals, timeline, and risk tolerance.