Active Management
Investment Management for Long-term Financial Growth

Welcome to St. Louis Financial Planners Asset Management

We grow wealth while protecting you on the downside

At St. Louis Financial Planners, we specialize in growing your wealth while protecting you from market downturns. Unlike traditional Wall Street investment approaches, we believe in an active, disciplined strategy designed to achieve superior returns relative to risk.

Active and Disciplined Investment Approach

Our active approach is paired with a disciplined strategy to ensure that your investments are protected on the downside, reducing the likelihood of abandoning them at the worst possible time. Our aim is to provide superior returns compared to a buy-and-hold strategy.

Dynamic Asset Allocation

We employ Dynamic Asset Allocation, utilizing traditional tools in technical analysis to identify market trends. Our proprietary models excel at detecting shifts in these trends and identifying crucial support and resistance levels. Our Dynamic and Momentum models use individual equities and ETFs to optimize your investment portfolio.

Key Benefits of Our Investment Models

  • No cost in
  • No penalties out
  • No commissions
  • No custody fee
  • No holding period requirement
  • No internal expense ratio in our Dynamic Equity and Momentum models

Comprehensive Investment Management Services

At St. Louis Financial Planners, we provide comprehensive investment management services designed to help you achieve your financial goals. Our strategic approach consistently addresses risk elements to ensure the best long-term results.

Asset Accumulation Management

Our Asset Accumulation Management services are designed to help you build wealth over time while protecting your investments from inflation. We create detailed plans to reach your desired asset levels efficiently and effectively. Our approach includes strategic investment choices, risk management, and continuous portfolio monitoring, providing you with a robust financial foundation that adapts to changing market conditions.

Income Management for Retirees

We understand that managing income is critical, especially for retirees. Our Income Management services balance your consistent income needs while preserving purchasing power and protecting your principal. We develop customized strategies to ensure a steady income stream that supports your lifestyle without eroding your investment base. By focusing on income generation, inflation protection, and risk management, we help you maintain financial stability and peace of mind throughout your retirement years. Our Active Management strategies can intelligently create an income stream for you during retirement.

Why Choose Our Investment Management Services?

  • Defensive-Oriented Programs: Our investment management strategy focuses on defensive-oriented programs that are designed to consistently grow your capital while minimizing volatility. By carefully balancing risk and reward, we help protect your investments against market fluctuations.
  • Tailored Portfolio Management: We understand that every investor has unique financial goals and risk tolerance levels. Our team works closely with you to create a customized portfolio that aligns with your specific needs. Whether you’re aiming for steady growth, income generation, or capital preservation, our tailored approach ensures your investments are optimally managed.
  • Consistent Capital Growth: Achieving long-term financial success requires a disciplined approach to investment management. Our strategies are aimed at providing consistent capital growth, allowing you to build wealth over time. By leveraging our expertise and market insights, we help you navigate the complexities of investing with confidence.

Our Investment Management Services

  • Comprehensive Risk Assessment: We begin by conducting a thorough risk assessment to understand your financial situation and investment objectives. This allows us to develop a personalized investment strategy that aligns with your goals and risk tolerance.
  • Diversified Investment Strategies: Our team employs diversified investment strategies to spread risk across various asset classes. By diversifying your portfolio, we aim to enhance returns while mitigating potential losses.
  • Ongoing Portfolio Monitoring: Investment management is an ongoing process. We continuously monitor your portfolio to ensure it remains aligned with your financial goals. Our proactive approach allows us to make necessary adjustments in response to market changes and economic conditions.
  • Transparent Reporting: We believe in maintaining transparency with our clients. You’ll receive regular reports detailing your portfolio’s performance, helping you stay informed about your investments’ progress.

Contact St. Louis Financial Planners Today

Ready to take control of your financial future with expert investment management? Contact St. Louis Financial Planners today. Our team of experienced financial advisors is here to help you achieve your long-term investment goals. Email us or call us at (636) 532-3900 to schedule a consultation.

St. Louis Financial Planners – Your partner in strategic investment management and financial success.

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