Wealth Management
Services
Explore how Friedenthal Financial delivers exceptional wealth management and investment advisory services to clients.
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Explore how Friedenthal Financial delivers exceptional wealth management and investment advisory services to clients.
Friedenthal Financial is set up to protect you, our client. We are compensated entirely by you and earn no external commissions whatsoever. Instead, we charge one low fee that is fully disclosed and completely transparent. Calculate your projected fee through the button below*.
*Fees are subject to change. Your exact fee may be different than projected.
Enjoy these excellent investment services when you choose portfolio management at Friedenthal Financial
We use the Tolerisk® Risk Tolerance Assessment to determine the appropriate investment risk level, considering both your ability and willingness to take risks.
At Friedenthal Financial, we provide comprehensive advice on outside assets and liabilities to help you achieve your financial goals.
Our generational planning services work to build your future generation's financial success.
Our retirement planning services are designed to help you achieve a secure and fulfilling retirement. We work closely with you to create a comprehensive plan that aligns with your goals and lifestyle.
The Friedenthal Financial holistic portfolio management approach ensures your entire financial picture is considered for optimal money management.
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What is Strategic: Strategic asset allocation is designed to increase diversification, maintain a target risk level (based on your risk tolerance), and rebalance as markets move. Ideal for clients with tax-efficiency in mind.
Core Strategic: A well diversified portfolio, managed passively to match your risk tolerance. Combining various asset classes and sectors aimed at achieving better risk-adjusted returns over time.
Thesis Driven: Starting with a core strategy, this approach tilts towards specific asset classes and sectors based on current market trends. Changes are made infrequently to maintain tax-efficiency, focusing on intermediate-term themes.
Custom: Tailored to your needs—whether avoiding specific sectors or focusing on high-concentration stocks, we customize your portfolio accordingly.
What is Tactical Allocation: Tactical allocation is an active, quantitative strategy targeting momentum and value across diverse investments, aiming for outperformance over market cycles.
Tactical Growth: A subset of the US stock market, screened for liquidity and size, with select ETFs for added exposure. This stock-focused strategy allows for selective investment choices.
Tactical Global: An all-ETF portfolio including domestic and foreign stocks, sectors, subsectors, and commodities, focusing on diverse market areas while maintaining diversification through index funds.
Tactical Low-Vol: This strategy applies a quantitative framework to primarily fixed income sectors, adjusting credit and duration levels based on the current environment. It focuses solely on fixed income.
Check out our tailored consulting services, made for your financial success.
A primary objective of investment management is to optimize returns relative to a tolerable level of risk. Understanding your ability and willingness to take risk is crucial for wise investment decisions. Key components in determining the desired balance of risk and expected returns include assets, savings rate, expenses, capital expenditures, retirement horizon, and personality.
Our Approach with Tolerisk®
Friedenthal Financial uses the industry-leading Risk Tolerance Assessment tool, Tolerisk®, to help you choose the right balance of risk and reward for achieving your financial goals. Tolerisk® quantifies an investor’s ability to take investment risk by analyzing anticipated cash-flows in and out of their portfolio over time. This ability is then combined with a quantified willingness (personality) for risk in a scientific manner, resulting in a range of numerical stocks/bonds benchmarks that are clear, specific, and implementable.
Confidence Through Understanding
By making risk tolerance understandable and as scientific as possible, our clients will be more confident and committed to our process.
We charge a $500 fee for this service. Reach out to start yours below.
A retirement plan can be a wonderful vehicle to allow people to maximize the value of their savings and prepare for the income they’ll need in retirement. Unfortunately, most plan participants don’t feel they are getting expert, unbiased advice on what to select from within their plan.
Our Approach
With our 401k/403b Review we provide the practical guidance to help you get the most out of your current retirement plan. We measure statistical risk and correlation to ensure you get an optimal level of diversification and cost structure for your desired risk level.
We charge a $500 fee for this service. Reach out to start yours below.
*To include a 401K plan analysis to the Recommendation section of this report, an additional cost of $350 would be added for each plan.
Are you happy with the investment advice you’ve been getting? Do you know how much risk you are taking – or even how much you should be taking? Do you really know how you are faring in today’s very volatile marketplace? Do you know how your advisor is being compensated?
Our Approach
Friedenthal Financial can help you determine if you are well positioned to achieve your goals, or if there are opportunities for improvement with our Second Look Review. We’ll measure your current risk profile, relative volatility, and the correlation of instruments in your portfolio to each other and to broader market benchmarks. This analysis identifies portfolio redundancies as well as opportunities for improved diversification and reduced cost.
The Outcome
We'll provide you with a detailed action plan to improve, manage and maintain your portfolio. This is all done for one, low, flat fee. You own the analysis and the plan of action. You may implement it yourself, or with your broker or advisor. There are no ongoing expenses.
We charge a $750 fee for this service. Reach out to start yours below.
As a Money Manager, Friedenthal Financial brings the best math, technology, and data to your company's 401k plan design and maintenance. We partner with premier Record-keepers and Custodians. Our transparent fees align all of our interests.
Get in touch with our team of investment professionals to accelerate your financial success today.
