Skip to main content

574-247-5898Text us info@korhorn.com
  •  
  •  
  •  
  •  

  • Home
  • What We Do 
    • Financial Planning
    • Insurance Planning
    • Health Insurance Planning
    • Tax Preparation
    • Tax Planning & Accounting
    • Portfolio Management
    • Small Business Services
    • Retirement Plans for Businesses
  • Who We Are 
    • Values-Based Financial Planners
    • Corporate Team
    • Insurance Planners
    • Tax Planners
    • Trusted Advisors
    • Frequently Asked Questions
  • How We Work 
    • The Wise Money Process
  • Wise Money Online 
    • The Wise Money Show™
    • The Wise Money Blog™
  • Client Login 
    • KFG Client Center
    • WealthVision360
    • KFG 401(k)
  • Join Our Team
  • Contact 
    • Granger Office
    • Edwardsburg Office
    • Niles Office
    • Nappanee Office

    You are here

  1. Home
  2. What We Do
  3. Portfolio Management

Portfolio Management

Investing is about much more than simply adding assets to an advisory account. For most people, the other half of the challenge is managing your emotions, ensuring your decisions are based on facts rather than the feelings that, all too often, can wreak havoc on your long-term success.

At Korhorn Financial Group, we take the time to help you understand the “why” behind every investment decision to help keep your emotions in check and help your blessings grow.

From the start, we take the time to customize your investment approach based on your own goals and values, always keeping in mind the need for change as your needs and the financial markets shift. The market is in constant motion, which means that how your money is invested can have a significant impact on your long-term outcome. At the same time, as tax laws change over time, it is important that your investment strategy continues to work in the most tax-efficient manner possible. While we know the need for change is a reality, we also firmly believe that long-term planning and a consistent approach to investing drives optimal results. Working together, our goal is to define and implement a strategy that is appropriate for you, and then make changes only when absolutely necessary.

Our investment management services include:

  • 401(k) and 403(b) advice
  • Asset allocation & management
  • Customized portfolio design
  • Investment strategy review
  • Portfolio management
  • Investment & insurance integration analysis

Book a Meeting

Tell a Friend

Request a Quote

 

PLAN

Financial Life Planning

 

PROTECT

Insurance Analysis & Planning

 

PRESERVE

Tax Planning & Accounting

 

PROSPER

Portfolio Management

TAKE THE FIRST STEP TODAY

Call us at 574-247-5898 or email info@korhorn.com.

Let’s start the conversation.

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Client Relationship Summary (CRS)

Contact info

  •   6910 N. Main St., Building 16, Unit 41, Granger, IN 46530

View Map

  •   574-247-5898
  •   info@korhorn.com
  •  
  •  
  •  
  •  

Contact us

Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC.  Advisory services offered through KFG Wealth Management, LLC dba Korhorn Financial Group.  KFG Wealth Management, LLC dba Korhorn Financial Group is not affiliated with Silver Oak Securities, Inc.

Silver Oak Securities Form CRS

© 2023 Korhorn Financial Group, Inc.. All rights reserved.

Website Design For Financial Services Professionals