We work in partnership with our clients to create an investment strategy based on careful research and a disciplined process.
Stearns Financial Group takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk. Our deep research and analysis allows us to be patient yet flexible while helping to avoid emotional or irrational decisions that often lead to investing mistakes.
Interested in working with an investment strategist?
Since Stearns Financial Group is an independent-minded investment advisor, we can be objective when reviewing potential investments. Therefore, we are not limited to a certain provider’s investment options but instead can search the entire investment universe for the most appropriate investment solutions.
We develop a globally diversified strategy designed to help you achieve your goals with lower volatility, considering risk levels appropriate for your goals and disposition, with ongoing tactical adjustments.
The investment team at Stearns Financial is constantly striving to attain within each account the proper balance between risk, quality and return on investment. An important objective of our team is to accurately forecast the trends in the global security markets so that clients, under our guidance and advice, can take advantage of impending changes that will impact different asset classes (stocks, bonds, alternative assets, etc.).
What We Believe Makes Us Different
DEEPER UNDERSTANDING
We understand that your stated goals are often driven by a deeper sense of purpose. We take nothing at face value. We dig deeper until we fully understand the motivations for and implications of every decision.
CREATIVE SOLUTIONS
We strive to find original solutions to complex problems. We approach every problem from a place of “YES,” assisting you in meeting your goals.
PROACTIVE GUIDANCE
We understand that our clients expect proactive wealth management. We strive to anticipate future problems, needs or changes and create action plans to meet those needs before they occur.
THE POWER OF THE TEAM
Our multidisciplinary team works together to help ensure that your concerns are assessed from multiple perspectives. You will have multiple team members to intimately understand your overall financial life.