Mike Ollmann

Functions as a College/University

Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.

HWA seeks to diversify a client’s investment portfolio across various asset classes consistent with a client’s financial goals. The firm concentrates its investment research efforts on the fundamental analysis of publicly traded securities to review current and potential investments for client accounts. HWA implements its strategy using individual securities such as bonds and common stocks and/or exchange-traded index fund. In most circumstances, the firm employs a long-term investment strategy.