Our investment philosophy at BOLD Financial Group is driven by three major components: INDEPENDENCE, ACTIVE MANAGEMENT and CLIENT FOCUS.


As an INDEPENDENT financial planning firm, we are not required to use any proprietary investment products or strategies. This is essential for us to provide our clients with objective advice and it allows us to use the right financial tools to pursue the goals of clients.

Active Management:

We believe that using an ACTIVE MANAGEMENT approach allows us to take advantage of opportunities to better serve our clients. We review holdings regularly and focus on the performance, underlying holdings, risk volatility and management changes of the investments. When warranted, we recommend changes and discuss them with our clients in our quarterly client review meetings.

Client Focus:

As CERTIFIED FINANCIAL PLANNING PROFESSIONALS®, we work with our clients to develop a customized financial program that is designed to address the specific needs and goals of each client. We walk through a step-by-step process to educate and empower our clients to be confident in their financial decisions. Once the goals have been established, we design appropriate strategies to suit the vision and objectives that are stated.