Risk Management
Strategic Insights for Confident Investment Navigation
Rely on us for risk management services.
Are you worried about your risk exposure? Investing your money can be a huge risk, so trust Gasaway Investment Advisors to help you make informed decisions. Our firm has a dedicated investment committee that consistently analyzes and screens funds for our models. We are not tied to any fund family, which allows us to complete independent evaluations on performance, expense ratios, risk/return metrics, upside/downside risk, manager tenure and other factors to determine whether your investment is appropriate.
Contact us today to speak to one of our advisers and learn how we can help reduce portfolio risk.
Learn how we can help you manage risk
We focus on maintaining a balanced investment portfolio to adapt to market fluctuations. Our risk management services include:
- Strategic selection of exchange-traded funds and managed funds
- Implementing strategies to minimize tax liabilities
- Identifying and excluding certain assets that do not fit our investment criteria
- Portfolio allocations across all accounts
- Distributions in a tax advantageous manner
Call us now at 269-324-0080 to schedule a meeting with one of our risk advisers.
How does Gasaway manage investment risks?
Gasaway’s independent investment committee evaluates investment options using criteria such as performance history, cost, manager tenure, and other factors. As an independent firm, they are not tied to any single fund family.
What strategies are used to promote a balanced portfolio?
They may recommend diversification across ETFs, mutual funds, and other vehicles, while monitoring allocations and rebalancing as appropriate.
Does Gasaway consider tax implications in risk management?
Yes. Advisors take tax efficiency into account when developing distribution strategies and portfolio allocations.
How does Gasaway exclude unsuitable assets from portfolios?
Our process screens out investment options that do not align with established selection criteria, helping to maintain consistency in portfolios.
Why is ongoing monitoring important in risk management?
Ongoing evaluation helps ensure that portfolios remain aligned with client goals and can be adjusted as market conditions or personal circumstances change