Description: Strategic Index Money Management uses Certified Financial Planners (CFP) for financial planning, Retirement Planning, and IRA rollovers, no load index funds. Located in Manhattan Beach, California
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Tim Wallender is a fee-only Certified Financial Planner (CFP) offering portfolio management, retirement planning, financial planning and IRA rollovers using no load funds. Tim has been featured in major publications and the media offering Money Makeovers and a reliable market outlook. For example, In Jan 2008 our Certified Financial Planners (CFP) re-optimized the SIMM portfolios by lowering equity positions prior to the first large bank failure resulting in loss avoidance for our clients. Again in 2012, o
Strategic Index Money Management is based on the Nobel Prize winning concept of Modern Portfolio Theory and implemented by our Certified Financial Planners (CFP). Our portfolios are optimized and rebalanced based on the client’s chosen risk objective. The core of our portfolios includes a widely diversified mix of large and small domestic index funds that lower your turnover and trading costs. We then add a variety of funds that further diversify your mix including international and other asset classes that
Our clients are elevated to the institutional side of investing resulting in more choices and lower costs than the retail side of Wall Street. Our Certified Financial Planners (CFP) will accomplish a free retirement plan to assess your goals and review your current portfolio performance in your first free consultation. Please click on the sign up link above to set up an appointment today at either our Manhattan Beach or La Quinta offices and our Certified Financial Planners (CFP) will impress you with our P