Investment Management

Our advisors are here to help guide you on your financial journey.

Bridging the Gap

Like engineers building bridges, Natoma Wealth helps you span investment and financial obstacles to get you from where you are today to where you want to be in the future.

We create completely custom financial blueprints by taking the time to understand your needs, your goals, and most importantly, you. We go beyond mere portfolio construction by maintaining your plan’s accuracy with up-to-date market insights and constant communication. Our investment process is guided by multiple sources of independent research and comprehensive due diligence. In addition to laying the foundation for your investment portfolio, we support your investments with acute asset allocation, aligned with your goals and risk tolerance.

Portfolio Construction

Holistic Approach

As fiduciaries, we consider your entire situation before making investment decisions. Having a complete understanding of your balance sheet and current assets is a crucial component to portfolio construction.

Customization

With planning as the foundation of our investment process, we take both strategic and tactical allocations into consideration when building diversified portfolios by using a mix of stocks, bonds, cash, and alternative investments.

Risk Management

We believe that managing risk is just as important as seeking return. By using effective diversification, our goal is to provide the greatest potential return for the desired level of risk.

Asset Allocation

One of the most important steps in portfolio construction is setting the proper asset allocation or blend of equity and fixed income. We determine this with care and in context with your investment goals and personal risk tolerance.

Tax Efficient

An objective of portfolio management is to minimize the tax impact to you, as the investor. Our goal is to deliver consistent risk exposure based on your situation while managing after tax returns.

We are committed to providing you with an investment structure that fits your timeline and helps furnish you with a clear passage to your financial destination.

ORGANIZATION
ACCOUNTABILITY
OBJECTIVITY
PROACTIVITY
EDUCATION
PARTNERSHIP

Contact Natoma Wealth

We are committed to helping our clients navigate different

Life stages throughout the financial journey
Life events that you may experience on your ride
Planning topics that can come up along the way

CONTACT OUR TEAM

157 Parkshore Drive
Folsom, CA 95630

Office: (916) 287-0128
Fax: (916) 244-7168
Toll free: (888) 338-7150

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org