Investment Strategy

We believe knowledge, the ability to take initiative, efficient processes, and the use of smart strategies set us apart from other financial firms.

After our clients go through our financial planning process, we provide an investment strategy aligned with their financial goals and risk tolerance. The team at Marshall Financial Group strives to provide exceptional investment research and management strategies for our clients’ portfolios. Our strategic portfolio models allow our advisors to keep track of investments and allow us to constantly reevaluate and adapt to both your changing needs and your comfort level, all within a fee structure that is simple and transparent.

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@marshallfinancialgroup.com | 410.563.1190