Panfil Wealth Management Group

Senior Vice President - Financial Consultant, Senior Portfolio Manager - Portfolio Focus
Aldo Lozano

Senior Vice President - Financial Consultant, Portfolio Manager - Portfolio Focus
Michael Chia
Senior Financial Associate

Bulletin Board

Portfolio Focus

It’s Time to Stress Test Portfolios

The extraordinary rebound in the S&P 500 Index and similar surge in the Dow Jones Industrial Average during the past year have likely changed the composition of equity portfolios. As the market soared far above its March 2009 trough, low-quality stocks led the move. Some sectors have roared back more than others, particularly Financials, Consumer Discretionary, and Industrials. Additionally, investors seem to have added higher-yielding securities. In light of the rally, now is a good time to stress test investment portfolios to help determine if they can hold up to lingering uncertainties. Read more in the latest Private Client Equity Research Quarterly Strategy Report.

Value Statement

We provide financial solutions to High Net Worth individuals and their families. We take a comprehensive approach to Wealth Management that includes complete wealth management planning, risk management, portfolio structure, retirement planning and tactical asset allocation strategies. We are committed to providing our client’s with exceptional service as well as dynamic wealth management plans and risk management strategies that go beyond traditional buy and hold methodologies.

Mark Panfil is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OR, SD, VA, WA, WI, WV, WY

Aldo Lozano is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OR, SD, VA, WA, WI, WV, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.