Once your retirement income needs are met, we invest the remainder of your portfolio in a diversified growth portfolio based on your risk tolerance, current situation and number of years until retirement. When making investment decisions, we evaluate thousands of mutual funds, stocks and ETFs to identify an investment mix specifically designed to help you achieve your retirement objectives. We are independent from any asset managers, which means we are free to select the very best investments to meet your needs.
Carazo Wealth Management’s investment program allows us to provide a customized portfolio to meet your specific investment goals. This includes an investment management program that takes an active approach to asset allocation. We have the ability to work with a portfolio manager who will make investment decisions on your behalf. We utilize a diversified portfolio with low investment costs and incorporate a diverse mix of investments with a high level of personalized service and focused attention.