INVESTMENT MANAGEMENT

Have you ever wondered how your investment advisor manages your money, or do you simply trust your advisor and don't want to know? Perhaps worse than that, have the process and strategies been explained to you but you're still confused and unsure of exactly how your money is being invested?

At One-Up Financial, that's not how we like to do business. We pride ourselves in taking time to explain things in an open and transparent way. We want each of our clients to have the peace of mind of knowing exactly how their money is being managed.

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We are an independent advisory firm, meaning we aren’t required to use specific investment products. Because of that, we have the freedom to rely on some of the largest, brightest and most respected names in the financial industry to guide us on selecting the best investment strategies to use for our clients.

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Click here to learn more about how we manage money. 

OUR PROCESS

Define goals

Identify risk

Gauge time horizon

Assess tax impact

Build portfolio

 rebalance

 monitor

Tax-management

Establish strategy

Adjust for risk

Select securities

Active and passive

OUR INVESTMENT MANAGEMENT SERVICES INCLUDE:

  • A customized investment strategy that aligns with your financial goals 

  • A diversified portfolio that matches your tolerance for risk

  • Periodic rebalancing and monitoring of your investments

  • Ongoing communication and in-person reviews throughout the year

  • An annual summary detailing everything we’ve done for you throughout the year

 CONTACT US

ONE-UP FINANCIAL

1001 State Street

Suite 907

Erie, PA 16501

814-325-2699

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