At Whelan Financial, we provide more than investment advice. Our goal is to ensure you have the time, attention, and analytics necessary to make confident and informed financial decisions.
No two financial circumstances are the same. We are here to be your partners in financial planning, whatever your goals may be. In addition to your quarterly meetings, we are available for any intermittent needs. We invest time in client relationships so that we can make sure your financial investments are supporting your financial goals.
Whelan Financial customizes portfolios to meet your unique financial needs. The Whelan Financial Investment Committee is responsible for the development of the investment philosophy and strategy. We design our investment approach according to your individual objectives, then implement a disciplined, long-term asset allocation strategy using high-quality, low-cost, no-load mutual funds and ETFs. Our long–term investment objective is to obtain the portfolio’s risk–adjusted return versus its benchmark net of fees. The method and investments approved for use in our clients’ portfolios are then subject to our ongoing monitoring and critique.
Direct indexing is an investment strategy that allows investors to own individual stocks that closely replicate a specific market index, such as the S&P 500, as opposed to owning the index via a mutual fund or an Exchange-Traded Fund (ETF). This strategy is valuable in that it allows us to further customize client investment portfolios to:
Whelan Financial helps individuals and companies identify their short-term cash needs and pairs them with appropriate treasury bill exposures. The intent is to invest money that would otherwise earn very little into risk-free treasuries to maximize yield, while still meeting cash needs.
