“With a combined experience of over 80 years, OFM Wealth develops strategies on two levels. A macro strategy determines an appropriate blend of bonds, stocks, and multi-asset, or alternative strategies. This macro level analysis is tested for potential returns and volatility expectations.
Then, the specific asset screening process begins with a keen eye on cost, historical return and volatility profiles, firm culture, commitment to specific investment styles, sustainable investing, etc.
Then, to reduce risk and seek opportunities, we add an increasingly important step to the process – we utilize sustainable investment screens. that is, we apply environmental, social, corporate governance, and impact screens to allow for our clients to invest with purpose and realize performance.
One really key point… OFM Wealth’s decision making process is objective. We objectively selects assets, receives no sales commissions, and have no proprietary product solutions.
Also, as fiduciaries, we eat our own cooking. That is, we own many of the same investments that we include in our clients’ portfolios.”
(Visit our Sustainable Investing page to learn more or to read up on current Sustainability Issues.)
Our Wealth Managers are Sam Ogrizovich, CFP®, Cristine Marik, CFA, CFP®, Jeff Grenchik, and Brandon Mendez, CFP®.
FIRST, SELECT BROAD ASSET CLASSES
- Fixed Income
- Multi-Asset Strategies
THEN, SELECT SUBSETS WITHIN EACH BROAD ASSET CLASS EXAMPLE – STOCKS:
- Large Company Stocks
- Mid/Small Company Stocks
- International Stocks
THEN, SELECT SUBSETS WITHIN SELECTED SUBSETS EXAMPLE – INTERNATIONAL STOCKS:
- Developed Markets
- Emerging Markets