You Financial Group, LLC. 

CONNECT

Address:

6320 Monona Drive, Suite 406
Monona, WI 53716

Phone:

608-345-5355

Fax/Other:

608-237-2181

Investment Management

Our Investment Process:

At You Financial Group, we believe that our responsibility encompasses 3 main functions.

  • Maintaining financial liquidity to cover issues and opportunities as they arise.
  • Preserving your wealth when needed.
  • Creating more wealth when appropriate. 

In seeking to fulfill  these functions, we can use discretionary accounts to actively manage your portfolio based on a proprietary process.  This process may help us identify the times when we can be excited about striving to create wealth… or more cautious when we should seek to take profits and preserve wealth. We use cash and cash equivalents, bond and bond alternatives, Real Estate Investment Trusts, U.S. Stocks, International Stocks and Emerging Market Stocks as management vehicles for your portfolio.

No strategy assures success or protects against loss.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.