Our Services
Risk Assessment
Marchi Investments, LLC offers investment management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.
The first step is finding the right risk level for each client. We have years of experience talking about uncertainty and risk and will work with you to find the amount of volatility appropriate for you comfort and your financial situation.
Asset Allocation
Our personalized investment management services create a unique plan tailored to you. We'll conduct a thorough analysis to identify risks & opportunities based on your financial situation. Then we can construct an asset allocation strategy based on specific investment objectives, cash flow needs, your risk profile and your time horizon. We aim to develop diversified portfolios that feature a range of asset classes and market sectors, and we don't get paid extra to push proprietary products or investment packages.
Financial Planning
A critical component of our philosophy is the perspective that investing should be a financial planning-led discipline. This ensures your plan will provide a clear road map for you and your loved ones, cover a variety of future scenarios, and address any changes that need to be made. The specific strategy we recommend will be based on each client’s investment objectives (such as growth or income or a combination), circumstances (time horizon, other household investments held by the client, cash flow needs, etc.), and options available (for example, the suite of investments available within their 401(k) plan).
Portfolio Monitoring
We advocate for periodically re-balancing as needed to ensure long term commitment to overall strategies and allocation targets, while allowing for strategic reallocation of investments as conditions warrant or as goals of clients change. Our goal is to utilize holdings that strike a balance between those that are the most cost-effective and those that we forecast may offer added return.