At OverShare Advice and Planning, individualized portfolio design and management defines our offering. Investors are often seeking out investment management expertise. Others are interested in a comprehensive approach that blends a thorough plan developed for their overall needs for growth and income.

 

In every case, we invest the time to get to know you early on. We spend time to capture your personal situation and financial objectives, which results in an individualized investment portfolio.

 

We take our role as your planner and advisor seriously. We always remember, it’s your money, and we are here to help you make it work for you.

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Portfolio Management For You

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to meet your financial objectives.

We build out your model and continually evaluate your portfolio in order to achieve your objectives outlined in your documented financial plan.

Eyes on the Prize...

We keep track of your progress with ongoing maintenance and rebalancing as needed to make sure you’re on course to meet your goals. We’ll partner with you to revise your plan when needed.

Check your progress online with 24/7 real-time tracking of your portfolio. You can connect with us by phone, email or video chat if you have any questions, concerns, or your personal situation changes.

Disciplined Process

Disciplined investment strategies are the foundation of our process, which are built to a specific model based on your financial planning directives. Our process-driven, time-tested philosophies are managed to deliver your documented financial commitments.

Recessions in the Review Mirror

 

Excerpt of thoughts from Dimensional on April 8, 2020:  "...across the two years that follow a recession’s onset, equities have a history of positive performance.

Data covering the past century’s 15 US recessions show that investors tended to be rewarded for sticking with stocks. ...in 11 of the 15 instances, or 73% of the time, returns on stocks were positive two years after a recession began. The annualized market return for the two years following a recession’s start averaged 7.8%.

 

-Read the full article and review the graph here-

 

*Past performance, including hypothetical performance, is not a guarantee of future results.

Research

Every portfolio requires a commitment to research and due diligence to verify both current and recommended investments.

Analytics

Data analytics allow us to look deeper into portfolio and investment funds to see what is otherwise hidden - fees, costs, taxes, potential risks and holdings.

Structure

Strategic Asset Allocation is the foundation of our portfolio construction process together with structured rebalancing to maintain your portfolios balance.

I see the world of investing with a critical eye. While there are opportunities to gain, the dangers are ten fold. That's why we dig in to each portfolio personally. We don't outsource our research or portfolios to anyone.

- Mike Kurz, CEO

Financial professionals should be the most critical towards the hidden fees and taxes their investors unknowingly pay for investment management, but the industry was born out of less idealistic views and struggles today to overcome.

We have a strong belief that uncovering and lessening these types of weights on a portfolio exists as one of our greatest contributions to our Client Families long-term success.

- Mike Kurz, CEO

Next Step...

You have learned a bit about our Portfolio Management style and investment advisory services. Now learn more about how we build your portfolio with a deeper understanding of our Investment Philosophy.