Mehta Financial Group, LLC

(804) 273-1610

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    • Our Team
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    • Wealth Management
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    • Home
    • About Us
      • Our Team
      • Our Values
    • Services
    • Individuals & Families
      • Financial Planning
      • Wealth Management
    • Institutional Investors
    • Contact Us
Mehta Financial Group, LLC

(804) 273-1610

  • Home
  • About Us
    • Our Team
    • Our Values
  • Services
  • Individuals & Families
    • Financial Planning
    • Wealth Management
  • Institutional Investors
  • Contact Us

We Offer Holistic Professional Portfolio Management for Actively Managed Accounts

Wealth Management

Portfolio Management

Portfolio  and Wealth management is the professional management of various  securities and assets in order to meet specified investment goals for  the benefit of the investors. Our active portfolio management approach  includes research, due diligence, asset selection, plan implementation,  and ongoing monitoring.
 

We take great pride in our ability  to provide outstanding portfolio management services to our clients. In  particular, we believe our investment process, coupled with our  distinguishing quantitative analysis and intellectual capital, provides  our clients with industry leading wealth management value.

Portfolio Management Process

Our Wealth Management process can be summarized as:
 

1.    Understand our client’s objectives, risk tolerance, goals, time horizon, and distribution or contribution expectations. 
 

2.    Develop an investment strategy that provides the best probability of achieving client goals while managing the portfolio volatility to an agreed upon level.
 

3.    Utilize a broad array of investments to build a customized portfolio for each client using negative or low correlated assets. This provides an opportunity to manage portfolio volatility without sacrificing the expected rate of return for a given level of volatility. Furthermore, we seek to construct diversified portfolios across a wide range of asset classes while actively monitoring portfolio exposures.
 

4.    We develop forward looking forecasts of our investment strategies using research and monitoring changes in the world economies and financial markets.
 

5.    We update our forecasts to account for changes in opportunities and volatility. Since these are actively managed accounts, we allow for tactical changes to the portfolio while maintaining the long-term strategic parameters. Our flexible and adaptive approach to portfolio management allows us to actively adjust the asset mix in response to prevailing market dynamics.


Investing involves risk of loss. Depending on the type of investment, there may be varying degrees of risk.  Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

9609 Gayton Rd, Suite 102 | Richmond, VA 23238

Phone: (804) 273-1610 | Fax: (804) 273-1609 | Email: info@mehtafinancialgroup.com

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC, to residents of 

VA, MD, NJ, AR, TX, CA, NC, SC, MA, MI, KY, PA, IL, NY, TN, IN, WA, GA. 
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.
Important Consumer Information:
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately.  Follow-up, individualized responses to a persons in a state by such a firm or individual that involve either effecting or attempting to effect  transactions in securities, or the rendering of personalized investment  advice for compensation, will not be made without first complying with  appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a  consumer should contact his or her state securities law administrator.

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