All Star Financial, LLC

Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.

网站

www.allstarfinancial.com

All Star Financial, LLC的外部链接

所属行业

金融服务

规模

11-50 人

总部

Minneapolis, MN，Minnesota

类型

私人持股

创立

1990

领域

Individual Wealth Management、Portfolio Management、Financial Planning、Estate Planning、Accounting Services、College Funding、Retirement Planning、Corporate Wealth Management、RIA、AIF、CFA和CFP