Strategic Investment Planning for the Founder and Business Owner
At AXIOM Founders Family Office Inc., we specialize in investment portfolio management in Scottsdale, AZ, for the business owner, founder, and high-net-worth family creating wealth by building a valuable business that accounts for typically more than 90% of their net worth. Our tailored investment strategies compliment their efforts, focusing on balancing risk and return while aligning with their long-term financial goals, and of course, planning well in advance for that future sale of their business.
Whether looking for equities, bonds, real estate, or fixed indexed annuities, our team of financial planners provides comprehensive guidance and hands-on investment management. With decades of experience helping entrepreneurs and executives across Scottsdale and Phoenix, we understand the unique financial needs of those who have built their success from the ground up.
Building a Strong Investment Portfolio in Scottsdale
Smart investing is more than just picking stocks—it’s about creating a diversified, goal-oriented portfolio that supports both short-term and long-term financial security. In Scottsale, AZ, our team works closely with clients to identify, assess, and optimize investments that align with their specific financial goals, risk tolerance and monthly cash flow needs
We take a holistic approach to investment management. Each investment portfolio is uniquely structured to provide targeted returns given the client’s time line, risk tolerance and other relevant factors.
Equities
Building Wealth Through Strategic Stock Market Investments
Investing in stocks, aka equities, historically has been a long term wealth building strategy, although you have to stomach the market declines along the way and have the time and patience and cash flow to wait out those market declines. At AXIOM Founders Family Office, we develop customized stock market investment strategies that align with your financial objectives and risk tolerance.
Approach to Equities May Include:
- Diversified Investment Portfolios – Portfolios that balance growth and stability, portfolios that focus on desired monthly cash flow, portfolios that take advantage of market opportunities.
- Strategic Asset Allocation – Allocating assets in support of your goals.
- Risk Management Strategies – Being mindful of the potential downside, balancing risk to potentially reach the desired portfolio outcome.
- Long-Term Growth Planning – When growth is the goal, focus on sustainable, long-term growth investments.
Your Investment Policy Statement sets the parameters for all investment activity.
Bonds
Fixed Income Streams
For investors seeking consistent cash flow, bonds may play a crucial role in a diversified portfolio. At AXIOM, we help our clients invest in fixed income securities utilizing various bonds ranging in quality, depending on the desired goal of the portfolio. High-quality bonds as rated by independent third party rating services are intended to provide steady cash flow while preserving principal. Although not necessarily impacted by market fluctuations, bonds are very sensitive to interest rate fluctuations which may cause bond values to rise and fall.
Bond Investment Benefits May Include:
- Steady Cash Flow – Bonds may provide steady, reliable cash flow.
- Lower Market Volatility – Bonds may help stabilize your investment portfolio given periodic market fluctuations.
- Diverse Options – Bond issuers vary, your portfolio may include US Treasury bonds, municipal bonds, or corporate bonds depending on your specific situation.
- Wealth Preservation – Bonds may help protect against economic downturns.
For clients in Scottsdale and Phoenix, bonds can be an essential part of a well-rounded investment strategy, offering a balance between growth and security. Before investing, be clear on what you are trying to accomplish, your goals, your appetite for risk, your time frame, your needs for monthly cash flow. An Investment Policy Statement sets parameters and guides your investment portfolio creation and ongoing portfolio management.
Fixed Indexed Annuities
Stability with Growth Potential
For those seeking predictable returns with downside protection, fixed indexed annuities may provide a key component of an overall wealth management solution. Fixed indexed annuities are insurance products offered by insurance companies.
Key Benefits of Fixed Indexed Annuities:
- Guaranteed Income – Provides a predictable income stream for retirement.
- Market-Linked Growth – Offers growth potential.
- Principal Protection – Principal protected from market losses.
- Tax-Deferred Growth – Tax-free earnings, not taxed until monies are withdrawn.
At AXIOM, we create a comprehensive wealth management strategy that may or may not include fixed indexed annuities depending on the client’s specific situation.
Why Choose AXIOM Founders Family Office for Investment Portfolio Management?
1. Customized Investment Strategies
Every investor has a unique set of circumstances, each having their own goals. We develop personalized investment plans based on those circumstances, based on their ability or inability to accept risk,, financial objectives, cash flow needs, time horizon, long-term wealth strategy, etc.
2. Expertise in Wealth Management
We specialize in investment portfolio management for the founder, business owner entrepreneur and their high net worth family, strategically managing wealth in accordance with their values, goals and desired life style.
3. Local Knowledge, Global Reach
Based in Scottsdale, AZ, you have local expertise with access to national and global markets utilizing proven money managers Come visit our local Scottsdale office, meet with us in person on your schedule, at a time convenient for you.
4. Holistic Financial Planning Approach
We don’t just manage investments—we integrate them with your financial planning, estate planning, tax strategies, legacy and philanthropic goals, and retirement life style goals.
Investment Management
If you’re looking for expert financial planning to build a customized investment portfolio, AXIOM Founders Family Office Inc. is here to help. Our team of experienced financial advisors provides tailored investment strategies to help achieve your investment goals.
Schedule Your Investment Consultation Today
Let’s build a strategy that aligns your values, your goals, and addresses all that is most important to you. Contact us today to schedule a complimentary consultation and explore investment management in Scottsdale, AZ that aligns your vision with a customized approach and an expert team to manage and coordinate everything.
At AXIOM Founders Family Office, we help high net worth families manage the complexities of wealth utilizing.
MEET OUR EXPERT TEAM
Armando Roman
Family CFO
Tom Marki
Family Wealth Advisor
Financial Services
Scottsdale, Arizona
7373 E Doubletree Ranch Rd. 170
Scottsdale, Arizona 85258
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