Tim Wallender is a fee-only Certified Financial Planner offering exceptional insight into the market. Tim has been featured in major publications and the media offering Money Makeovers and a reliable market outlook. For example, In Jan 2008 we re-optimized the SIMM portfolios by lowering equity positions prior to the first large bank failure resulting in loss avoidance for our clients.

Strategic Index Money Management is based on the Nobel Prize winning concept of Modern Portfolio Theory. 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 mix of funds that further diversify your mix including international and other asset classes that exceed market averages. All funds are no-load with no 12b-1 fees or other commissions.

Our clients are elevated to the institutional side of investing resulting in more choices and lower costs than the retail side of Wall Street. We 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.