The Joseph Group

R. Travis Upton, CFA, FRM, CAIA,
Chief Investment Officer
Investment Management

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Every good investment process ought to start with our client’s goals and objectives.

R. Travis Upton

Our investment process begins with your specific goals, which we then allocate among one or more of the following investment objectives:

  • Protect – the portion of your wealth that is instantly accessible and not at risk;
  • Provide – the portion of your wealth that can provide sustainable cash flow for your current needs;
  • Grow – the portion of your wealth allocated today to meet longer term objectives (e.g. retirement, college education for children or grandchildren, etc.);
  • Aspire – the portion of your wealth allocated to higher risk higher return investments or special investments outside the norm

Read more: Investment Process

Each of our four investment strategies addresses one of those objectives.  Properly matching the right portions of your wealth to the right objective and strategy is where we shine.  We call it your Wealth Allocation Framework and it is a unique process we’ve developed for our clients. It’s The Joseph Group Way!

Read more: Core Portfolios

How well is your portfolio designed for your goals and objectives?

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