Customized investment portfolios aligned with your goals, risk tolerance, and long-term financial objectives.
Studdard Financial was formed in 2003 with the goal of using active management to help smooth out the ups and downs of the stock market. That remains the approach: portfolios are managed deliberately rather than left to drift.
A portfolio is not a product list. It is the engine behind the plan, and the way it is built should follow from what the money has to do — and when.
Allocations built around your goals, risk tolerance, time horizon and need for principal protection.
Ongoing management of the portfolio rather than a set-and-forget allocation.
Understanding how ETFs, mutual funds and closed-end funds actually differ in pricing, leverage, liquidity, cost and tax treatment.
Where income-producing holdings such as preferred stock may or may not fit, and the risks that come with them.
Using market, limit and stop orders appropriately rather than by default.
Reviewing the portfolio against the plan, not against a benchmark alone.
Studdard Financial is a fee-only fiduciary registered investment adviser. Compensation comes from clients, not from commissions on the investments recommended. Advice should be built around your goals, risk tolerance, time horizon and need for principal protection — not around what pays the adviser more.
Articles published on this site covering this topic in depth.
Byron provides the same fee-only fiduciary advice across every area of the plan.
Build a personalized retirement strategy designed to help you pursue financial independence while protecting your future.
Receive comprehensive financial guidance to help you make informed decisions at every stage of life.
Protect, grow, and manage your wealth through customized financial strategies tailored to your unique needs.
Develop a thoughtful estate strategy designed to help preserve your legacy and provide peace of mind for future generations.
Implement tax-efficient financial strategies designed to help maximize savings and support long-term financial success.
Byron Studdard, CFP®, meets with clients by appointment in Germantown, TN and Sarasota, FL, and works with clients across the country.
