Letter from the CIO

In light of the downward movement in equity markets, Independent Solutions Wealth Management has been monitoring our strategies carefully and focusing on readying our portfolios for our next steps.

As a reminder, our strategic allocation models were rebalanced in January, which took gains off the table from 2019 and reallocated those gains to fixed income. We are now gearing up for another rebalance as we speak.

The managers of funds inside our strategic allocation mutual fund models have been diligent and communication with those managers and their strategies have been sufficient enough that we feel well-positioned to ride this out with our current holdings, while still conscious of our goals and those of our clients.

From a workflow and business continuation standpoint, our firm is well equipped to work remotely if necessary and business will flow as usual. We have 3 different office locations all equipped to handle day to day business. We appreciate client and rep concerns at this time, so please know we are doing our best to service requests and keep up with demands as needed.

While we understand the widespread concern for not only your investments but the safety and health of everyone around you, we will come out of this and there will be a sense of normal sooner than we all think at this time.

Dan Neiman
Chief Investment Officer
Independent Solutions Wealth Management, LLC

Investment Advisory Services offered through Independent Solutions Wealth Management, LLC, an SEC Registered Investment Adviser.
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