Maverick Financial develops the Investment Strategy portion of your financial plan based on several key principles. Our strategy takes into consideration your risk tolerance as determined by your responses to multiple hypothetical investment scenarios.
Your investment strategy is tailored specifically to you and adjusted as your plans change or the markets react.
You've heard of the importance of diversification, but it's also crucial to advance into an asset allocation-based strategy. We potentially utilize diverse investment strategies for each of your goals, creating varying levels of risk to ensure you don't take on more risk than necessary.
For non-qualified or taxable accounts, we manage them with tax consequences in mind. Specific strategies include tax-loss harvesting, avoiding wash sales, managing dividend reinvestment, and more. 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.                                                             

Asset allocation does not ensure a profit or protect against a loss.