Investment Planning

Corinthian Wealth Management utilizes a Tactical approach to investment management using Point & Figure methodology.  This methodology was developed over the past 100 years but remains at its core a logical, organized means for recording the supply and demand relationship in any investment vehicle.

Initial discovery takes place to understand your sensitivity to each element of portfolio construction.  The portfolio parameters will periodically change over time due to your needs or market trends.   As your Wealth Manager, we will manage your portfolio to reflect the latest information and it is, therefore, important to periodically review and update the plan to ensure your current needs and wishes are being addressed.

Advisory Services offered through KMS Financial Services, Inc. an SEC registered investment adviser.