Capital Management Program™

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Life Moves Fast

Are Your Investments Keeping Up With Your Busy Lifestyle?

You lead a busy life. You work many hours, pay your mortgage, and build a family all while trying to secure your future in as many ways as possible. While all this is happening around you, you find that time is flying by and you don’t have the time or energy to tend to your investment portfolio. The feeling is overwhelming! That’s where The Capital Management Program™ comes in. It can help you stay on track with investments giving you greater peace of mind about your investments and allowing you more time to do the things you love.

Stay on Track

Personal & Professional Advice to Help You Save, Grow and Protect Your Money

Managing your investments is a big responsibility that can take more time and attention than you probably have. That’s why for over twenty years SPG’s Capital Management Program™ has provided hundreds of people the professional, personal advice they need to make smart informed decisions about their investments.

A Professionally Managed 401K can grow
2 Times As Much
compared to a self-managed 401K*
*Source: AON Hewitt and Pinnacle Engines study. Help in
Defined Contribution Plans: 2006 Through 2010

Where to Go From Here

Learn How The Capital Management Program™ Works

  • 1

    The Introductory Meeting

    During this meeting we’ll take some time to get to know you and find out what’s important to you. Then we’ll take a look at all of your relevant documents, review investment decisions made to date and determine if there is a fit to join the program.

    What we’ll talk about

    • Review your strengths, dangers and opportunities
    • Current/past investments
    • Financial goals
  • 2

    The Investment Plan Creation

    A four step process is used to create your custom designed investment plan to help you coordinate your various investment positions in each of your investment accounts, and develop a simple process for monitoring it in the future.

    What we’ll talk about

    • Your risk tolerance
    • When you plan to use your money
    • Clarifying your options
  • 3

    The Investment Plan Review Meeting

    In a relaxed environment, we carefully review all of the investments laid out in your investment plan. This helps you develop an understanding of each of your investments and how they fit together. Your Investment Plan comes with an Action Plan, a list of recommended steps to put you on the right road.

    What we’ll talk about

    • Your current diversification
    • Performance of existing investments compared to peer group
    • What your recommended portfolio will look like once adjusted and why
  • 4

    Performance Reviews Every 90 Days

    Is everything performing as it should be? Are there any issues you need to be aware of? We make changes to the portfolio during the quarter as needed. Every month we check on the performance of your investments and every 90 days we check on the diversification of your investments. At this 90 day performance review we go over the changes made to the investments throughout the previous quarter.

    What you can expect

    • Quarterly meetings
    • Rules-based adjustments to the portfolio
    • Confidence that your investment portfolio is being monitored

Let’s Get Started

If you’re ready for professional, personal advice to help you manage your investments, Strategic Planning Group, Inc. is ready to help.

phone 781-444-9010