Asset Management

Investing wisely is a key part of executing your financial plan. At Downing Street, we use our expertise to implement your asset management plan and continually monitor your investments.

A Disciplined Approach

We are long-term, buy-and-hold investors. Numerous studies have shown that for most investors, buying and holding investments over longer periods provides better returns than trying to time the market.

Many individual investors make investment decisions based on impulse and emotion—often with unfortunate results. At Downing Street, we help provide the discipline that enables you to stay the course.

Rebalancing to Stay on Track

Downing Street regularly rebalances clients' portfolios by selling investments "high" and buying new ones "low." Studies show that rebalancing your portfolio increases investment returns by an average of .50% per year. In a $500,000 portfolio, this simple process can add $80,000 over 30 years.

Especially in these volatile times, we believe successful investing hinges on:

  • A patient approach
  • The discipline to rebalance

We believe that by investing wisely today gives you the best chance to reach all of your goals in the future.

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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