Investment Strategy

Investment Strategy

At Arista Financial Group, we understand the market complexities today’s investors face. Without objective guidance from a trusted advisor, it can be difficult to feel confident in your investment decisions. We offer customized strategies and unbiased guidance with the goal of helping you navigate the complexities of the markets and address your financial concerns.

Through a rigorous investment strategy and a consultative process, we work closely with our clients to not only create a personalized portfolio, but to also implement and monitor their strategies on an ongoing basis.


A Disciplined Approach

We believe that a diversified and flexible investment portfolio tailored to a client’s unique situation is essential for pursuing financial goals. Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies.

We utilize a disciplined strategy to create an investment plan that aligns with a client’s specific needs. This begins with understanding a client’s investment objectives, time horizon, and risk tolerance – all of which will drive their asset allocation and help us determine the right balance. In order to determine their risk, we rely on advanced software that helps us capture a client’s risk tolerance and quantify suitability.

We also have access to a number of educational resources, analytic tools, market research, and practice management support, which help us build comprehensive investment strategies. While using asset allocation methodology does not guarantee greater or more consistent returns or insure against loss, we can work with our clients to help build a personalized portfolio based on proper asset management strategies.

We take pride in our high level service that extends beyond creating a portfolio. Investing is not a one-time event, but an ongoing strategy that requires refining and adjustments. After implementing a client’s portfolio and other financial strategies, we regularly meet with them to review their personal situation and share our views of the capital markets and other important developments related to their portfolio. When needed, we make adjustments to a portfolio to ensure it reflects the client’s current objectives. Our goal is to be accessible to each of our clients when needed, and we make our team available by phone, email, and face-to-face meetings.