Sawtelle Financial Management, LLC
As financial leaders, we believe in transparency and integrity, treating every client with respect and honesty.
At Sawtelle Financial Management, our main goal in creating any investment portfolio is to prevent large asset drawdowns by creating a mix of returns (assets) that produces a better risk-adjusted result than any of the individual components. Diversifying risk across uncorrelated return streams is the best way to reduce your portfolio’s overall risk. Unfortunately, almost all investors fail to grasp this timeless and universal fact. Because of this, we often see many portfolios’ that are very poorly diversified and will perform incredibly poor in the event of any market turmoil. Our 100% free no-obligation analysis of your current 403(b) will provide you with a very clear picture of the mistakes you are currently making in your portfolio. Our understanding of portfolio analytics allows us to create portfolios for our clients that create a better risk adjusted return than any other traditional asset allocation model we know. This in turn reduces the portfolio’s risk and expected drawdowns.
Address: 1250 NE Loop 410, Suite 350, San Antonio, TX 78209, USA
Phone: +1 210 822 5252
FAX: +1 800 615 9059
