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WEALTH MANAGEMENT

At Vande Bossche Financial, we understand the significance of strategic investing in working toward your long-term goals. Our experienced team of financial advisors is dedicated to guiding you through the complex world of investments, providing personalized strategies tailored to your unique needs, risk tolerance, and time horizon. Whether you're seeking aggressive growth, income, or a balanced approach, we offer a range of investment opportunities designed to help you pursue maximize returns and secure your financial success.  Explore our investment solutions and unlock the potential for a prosperous tomorrow.

SOME OF THE FINANCIAL INSTRUMENTS WE UTILIZE

Mutual Funds & ETFs

Mutual funds and ETFs are investment vehicles that pool money from multiple investors to create a diversified portfolio of stocks, bonds, or other assets. When you invest in a mutual fund or ETF, you own a share of the overall portfolio.

Closed-End Funds

Closed-end funds are investment vehicles that raise a fixed amount of capital through an initial public offering (IPO) and then issue a fixed number of shares. These shares are traded on stock exchanges, similar to stocks.

Bonds

Bonds are like IOUs issued by governments or companies. When you buy a bond, you're essentially lending money to the issuer. In return, the issuer promises to pay you back the principal amount plus interest over a specified period.

Stocks

Stocks represent ownership shares in a company. When you buy stocks, you become a partial owner of that company. As a shareholder, you may benefit from the company's profits and growth.


Ready to start building your investment portfolio?
Contact our team today to discuss your financial goals and explore how our investment expertise can help you manage your wealth.

Meet Your Financial Analyst

Patrick Vande Bossche, CIMA<sup>&#174;</sup>

Patrick Vande Bossche, CIMA®

Patrick Vande Bossche enjoys the challenge of working as a financial analyst at Vande Bossche Financial Planning & Wealth Management. Every day he sees an opportunity to assist our advisors as they contribute to their clients' growth through his skills in research, analysis, and problem-solving.

Utilizing his strengths, Patrick focuses on investment analysis, data analysis, trading, and account management.

A proud alum of the University of California, Los Angeles, Patrick graduated with a Bachelor of Science in Applied Mathematics. He furthered his education through Yale University by obtaining his Certified Investment Management Analyst® certification.

949.863.5911
patrick@vb.financial


Our Investment Philosophy

At Vande Bossche Financial, we are more than planners, advisors, and wealth managers; we are advocates for your financial wellbeing. We believe peace of mind is the most valuable possession a person can have. Grounded in this belief, our investment philosophy focuses on navigating the complex relationship between risk and reward. Employing a unique multi-step approach, we seek to ensure your portfolio is constructed with a level of risk you are comfortable with and a potential return that suits your unique needs. Leveraging our experience, resources, and expertise, we provide you with the confidence of entrusting the safety of your livelihood to a caring and skilled team of professionals.

Our Investment Process

Our investment management process begins by determining your financial goals, time horizon, and risk tolerance. Understanding these factors allows us to customize an investment strategy that suits your unique needs and preferences. We then construct your investment portfolio based on your individual situation. This involves determining an appropriate asset allocation strategy that takes into account the current capital markets environment and your risk profile. We allocate investments across different asset classes, such as stocks, bonds, real estate, etc., and select specific investments within each asset class. The aim is to build a diversified portfolio that minimizes risk and optimizes return potential.

Once constructed, we continue to monitor and maintain your portfolio. Ongoing monitoring ensures that your portfolio remains aligned with your goals and objectives. Regular rebalancing is crucial to bring the portfolio back to its target asset allocation whenever market movements cause deviations. We track the performance of your portfolio by comparing its returns against relevant benchmarks. If certain investments consistently underperform, we may replace them with better alternatives. In taxable accounts, tax loss harvesting is utilized as a strategic approach to mitigate the impact of capital gains taxes.

By following these steps, our objective is to create and maintain a well-structured investment plan that maximizes the likelihood of achieving your goals while effectively managing risk.

Our Fiduciary Commitment

At Vande Bossche Financial Planning & Wealth Management, our team of advisors takes pride in operating as fiduciaries for our clients. As fiduciaries, we are legally and ethically bound to act in your best interest, placing your financial well-being above all else. We are committed to providing transparent, unbiased, and objective advice that aligns with your specific goals and needs.