Investment Advisory

At Juniper Investments & Financial Planning, LLC A Member of Advisory Services Network, LLC (“Juniper”), our objective is to

Help our clients plan for a secure retirement.

 

Juniper’s business philosophy and approach

 

First, we are FIDUCIARIES. We put the interest of our clients first in all our work for them.

Second, we assist clients in developing a realistic FINANCIAL AND RETIREMENT PLAN, tailored to their particular circumstances.

Third, following this retirement plan, we develop a customized INVESTMENT STRATEGY for client assets and accounts.

Fourth, we believe in building BROADLY DIVERSIFIED investment portfolios, using US stocks and bonds, international assets, publicly listed REIT’s, and other strategies.

Fifth, we believe in a long-term VALUE APPROACH to investments, exemplified by Warren Buffett and other successful value investors.

Sixth, we will strive to KEEP CLIENT COSTS LOW, with low investment fees, low turnover, limited trading, and competitive management fees.

Seventh, we will use INVESTMENT FUNDS and strategies offered by Wellington, Vanguard, T Rowe Price, PrimeCap, Fidelity, Dodge & Cox, among others.

Eighth, we urge clients to DIVERSIFY THEIR ASSETS into three pools, a short-term cash pool, a medium-term reserve pool, and a long-term investment pool.

Ninth, we help clients select a LONG-TERM INVESTMENT APPROACH, designed around one of four fundamental strategies: Conservative-Income, Moderate-Balanced, Aggressive-Balanced, and Aggressive-Growth.

Tenth, we will continuously monitor and annually or as needed REBALANCE each client account as the conditions of the markets evolve over time.

 

Check out our Fundamental Investment Strategies

 

 

 

Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.