Analysing Data

Wealth Management

 

Goal-Oriented Investing

 

Our Investment Philosophy

 

See how this aligns with our Mission, Values, & Culture

1. Start with a

Goal-Centered Plan

2. Minimize Fees, Taxes, & Conflicts of Interest

3. Diversify Risk to Optimize Opportunity

Our priority is getting you to your goals, not chasing unrealistic returns.

This means we don't put our clients' assets in unnecessary risks.

We take the time to do our due diligence on the investments we make.

We try to avoid market bubbles and view market corrections as opportunities.

 

Our Wealth Management Services

Traditional Investment Service

We broker and manage

ETFs

Bonds

Stocks

Annuities

Life Insurance

Retirement Accounts

Educational Savings Accounts

What sets us apart

  • The independence to offer a full range of investment options.

  • Transparency, no hidden fees

  • Competitive low-cost options

Local Service

No 1-800 numbers

Just real people and real results!

TM Wealth

Management

An integrated, customized  solution that goes beyond simple asset allocation.

Includes:

  • Customized Portfolio

  • Diverse Asset Allocation

  • Tax Optimization

  • Financial Planning Tools

  • Online Account Portal

  • Socially Responsible Options

  • Dedicated Advice and Support

  • Regular portfolio reviews​

  • Automatic rebalancing

Our Service Fee

  • A single, all-inclusive, asset-based fee at a fraction of the cost of traditional investment firms.

  • There are no hidden fees, no trailing fees and no trade commissions.

TM Wealth

Management Plus

For accredited investors with

$1 million +

of Investment Assets

We have the independence

to offer Alternative Investments

to qualified clients.

From hotel chains to block chain we give our clients the tools they need to protect their assets in an uncertain future. 

Advanced Strategies

Counter-cyclical Investing

Derivatives (Options)

Private Equity

The result is a portfolio equipped for the modern age, enhanced by the value of a personal advisor relationship, providing stability in adverse public market volatility.

How are you prepared for a market downturn?

Click here to get a complimentary Portfolio Analysis

  1. Start with the client's goal-oriented asset allocation

  2. Filter out expensive mutual funds (see why below)

  3. Filter out funds with low volumes (this improves liquidity)

  4. Filter out funds with high expense ratios (lowers the cost of ownership)

  5. Select the top 3-5 funds in each asset class

  6. Compare the performance, yields, holdings, etc. of the funds

  7. Select only the funds that rise to the top of this comparison.

  8. Review to make sure no over-weighting took place.

 

Our Investment Methodology

Why we prefer ETFs to Mutual Funds

  1. ETFs typically have much lower expense ratios (ongoing expenses). 

  2. ETFs have no up-front or deferred sales charges (up to 8.5%).

  3. ETFs have no ongoing 12B-1 fees weighing down on returns.

  4. ETFs are more liquid because the are traded on the market and don't have surrender charges.

  5. ETFs are more tax efficient because less trading is done inside the accounts.

  6. ETFs have no minimum initial investment requirements beyond the value of a single share.

  7. ETFs tend to have higher returns than their mutual fund equivalents because of their fees. 

 
Aerial Photo of a Forest

Socially Responsible Investing

Do your investments align with your values?

 

What is Socially Responsible Investing (SRI)?

SRI is an investment route that considers the environmental, social, and corporate governance (ESG) criteria in order to generate a competitive return on investments while making a positive societal impact. This includes companies that respect the environment, treat their employees and suppliers fairly and promote ethical policies.

Environmental

Climate Change

Deforestation

Renewable Energy

Social

Diversity

Local Communities

Health & Safety

Governance

Management Structure

Board Diversity

Executive Compensation

It allows you to invest in social causes you care about - while working toward both positive change and financial gain.

Why would you choose Socially Responsible Investing?

There are several reasons people choose sustainable investing, including personal values, ethics, and goals. Sustainable investors try to aim for competitive returns on their investments, while also keeping in mind that their investments should be used to make a positive societal change. This also includes contributing to advancements in social, environmental, and governance practices. 

Socially Responsible

Aligned with your values

Ethical Investing

Positive Change + Financial Gain

Getting Started With Socially Responsible Investing

Start by identifying the level of risk you’re willing to take on. Consider your income and any current investments you have, including corporate-sponsored retirement plans. Then, define what “socially responsible,” “sustainable” and “impact” mean to you. Do you want to invest according to green energy or more in female-led companies? Think about your moral, ethical, religious and social values. Measure their potential to impact a specific cause or movement.

Signing a Contract

401K Plans

We partner with some of the nations most competitive 401K providers to supply your employees with this much sought after benefit. 

 

 

Leave Investing to the Mann!

We have low-cost approaches that can transform your financial life!

 

Why Choose Us?

We can potentially save your organization thousands on:

Administration Costs

Management Fees

Investment Costs

Complimentary Financial Education Classes for your employees

Customized for your company's needs and objectives

Taught by Springfield-based fiduciary financial advisors

A Seamless Transition

Dedicated Team of Advisors

Get started today by sending us your organizations' 408B2 form

Have Questions?

TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477.  

(O) 541-583-0093

Todd@ToddMannFinancialServices.com

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ABOUT US

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TODD MANN FINANCIAL SERVICES INC. 
1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |  Todd@ToddMannFinancialServices.com

Investment advice is offered through Belpointe Asset Management, LLC. Insurance and annuity products may be offered through D.H. Hill Securities, LLLP. Securities are offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC. D.H. Hill Securities, LLLP, Todd Mann Financial Services Inc., and Belpointe Asset Management, LLC are not affiliated entities. Todd Mann Financial Services Inc. is currently insurance licensed in the states of Oregon, New Jersey, and Wisconsin.

Insurance and annuity products may be offered through D.H. Hill Securities, LLLP. 

 

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