Our investment process

Conservative approach

Mark Johnson Wealth Management we believe in a disciplined, conservative approach to managing your money.

We manage your asset allocation and security selection to add value and control risk. We draw upon our extensive resources-- and 20+ years of investment management experience--while following traditional principles of fundamental investing.

We invest in quality to minimize your portfolio risk. Valuation is always a consideration. We protect the integrity of your invested capital to maximize your long-term success.

The investment process: clear and defined

The investment process begins with the development of a personalized Investment Policy Statement. Your IPS is a written document that clearly defines and establishes your investment goals. These goals include return expectations, income requirements, risk tolerance and unique preferences.

We establish which financial assets are appropriate for your portfolio, and in what allocations. The asset mix is the most important factor in managing the balance of risk and providing higher returns.