Investment Planning

Evidence-Based Portfolio Construction

Developing and managing your investment plan is a key component of your overall financial health. When constructing investment portfolios, our main objective isn’t just to maximize returns, but to design a portfolio that offers the greatest probability of helping you reach your financial goals — carefully balancing both risk and reward. To achieve this, we utilize an evidence-based investment approach, supported by over 80 years of peer-reviewed financial research and market analysis.

What You May Be Thinking

  • Is my investment portfolio prepared to handle a major market downturn?
  • Am I assuming the right level of risk with my investments?
  • Are there any gaps or potential opportunities in my current portfolio?
  • Does my current investment strategy align with my financial goals?

Ready to align your investments with your goals? Schedule your planning session today.

Our Approach

Our goal is not only to position you for success in achieving your financial objectives but also to provide you with a comprehensive investment plan that you can feel confident in, even during the inevitable market fluctuations. We accomplish this through an evidence-based strategy focused on smart diversification, low investment costs, and risk minimization. Together, we create a tailored investment strategy designed to meet your unique goals. Once the strategy is in place, we continue to monitor and fine-tune your portfolio with active management, rebalancing, and tax-loss harvesting as needed to keep it aligned with your objectives.

Our Services

  • Ongoing Portfolio Maintenance and Rebalancing
  • Risk Assessment
  • Investment Planning and Implementation
  • Employer Retirement Guidance (401k, 403b, 457)
  • Fixed Annuity Analysis
  • Variable Annuity Analysis
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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Ellsworth Financial, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Ellsworth Financial are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.