The Momentous Investment Selection Process
We build portfolios for our clients using a combination of Mutual Funds, ETF’s and Individual Stocks.
Today it is estimated that there are over 9,000 mutual funds, 3,000 ETFs, and over 8,000 individual stocks on the New Your Stock Exchange and Nasdaq currently available to investors.
At Momentous Wealth Advisors, we are committed to providing our clients with a comprehensive and personalized investment experience. Our utmost priority is to ensure that our client's investment costs remain low without sacrificing the quality of their portfolios. Through careful monitoring and regular rebalancing, we aim to optimize asset allocation over time, aligning our clients' investments with their long-term financial objectives.
Our Investment Selection Process:
We screen for Mutual Funds and ETFs in each investment category including Large Cap Value, Large Cap Growth, Mid Cap, Small Cap, Commodities, Real Estate Investment Trust Funds, International, Emerging Markets, and Fixed Income.
We look for funds and ETFs with Morningstar Ratings of 4-5 stars, expense ratios less than .50%, and solid long-term track records.
We then build a portfolio for each client using active mutual funds in the areas they have proven to add value over time and use ETFs in areas where active managers haven’t proven to add a lot of value.
For clients who desire individual stock exposure, we use an advanced screening process to select stocks for our client’s portfolios. Find out more here.
*This screening process narrows the list of available funds in each category from hundreds or thousands to a select list of typically 5-15 to choose from in each category.
Watch the video below to see how we use Riskalzye™ to manage our clients investment portfolios based upon their Risk Number™
Your Risk Number™ Determines Your Appropriate Investment Mix
Moderately Conservative
-
This risk level would constitute a 60/40 or 50/50 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.
Growth and Income
-
This risk level would constitute approximately a 70/30 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.
Moderate Growth
-
This risk level would constitute approximately an 80/20 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.
Growth
-
This risk level would constitute approximately a 90/10 mix of equity investments and fixed income. Every portfolio is a customized mix of active funds and passive ETFs depending on a client’s individual risk number, goals, and stage of life.
Aggressive Growth
-
This risk level would constitute approximately a 100% mix of equity investments and fixed income. Every portfolio is a customized mix of active funds, passive ETFs, and individual stocks depending on a client’s individual risk number, goals, and stage of life.
Ultra Aggressive
-
This risk level would constitute a 100% mix of equity investments and fixed income. Every portfolio is a customized mix of active funds, passive ETFs, and individual stocks depending on a client’s individual risk number, goals, and stage of life. There would be a higher % in small-cap and mid-cap stock exposure.
Momentous Wealth Advisors is a member of the
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures: