Our fundamental roots lie in proactive wealth management. The methods we use to manage your portfolio are unique within the financial services industry. Some advisory firms simply build a diversified portfolio without clear supervision, but The Financial Guys actively manage your portfolio. This includes using propriety quantitative models to measure, monitor, adjust and change your investments as market conditions change. We also feel it is important to take profits when markets are up. We call this harvesting gains. A good harvesting strategy is as important as a good buy strategy.