Over his 18 years’ experience as an Financial Advisor, Rich Martinson with Wells Fargo Advisors, LLC has developed a reputation for outstanding customer service. He has achieved the highly regarded Certified Financial Planner™ designation and has also earned the firm’s top designation as managing director of investments. His service to clients frequently goes beyond his office; he holds several client appreciation events throughout the year and will meet clients in their homes for convenience.
When it comes to managing portfolios, Martinson is always searching for ways to add value. As a fundamental choice portfolio manager, he is able to craft custom solutions to today’s complex financial environment, including his strategies designed to manage downside risk.
Many advisors recommend asset allocation – owning a variety of different asset classes – as a long-term strategy for helping to increase a portfolio’s return potential. However, a “buy and hold” approach may increase the risk of losses during prolonged, sharp market declines. As a result, investors may become frustrated and feel their portfolio manager is not doing enough to protect them against large losses.
To address this dilemma, Rich has designed several strategies that invest in major asset classes when markets are rising, while reallocating defensively to cash alternatives during extended market declines; thus, providing an “exit strategy” when needed. “You could think of it as having a breaker panel for your investment portfolio!” says Martinson.
Martinson has called Brevard County his home for over two decades and lives in Suntree with his wife Karen and two children, Andrew and Maddux. Together they support many charitable organizations including Habitat for Humanity, the Health First Foundation, and The Scott Center for Autism Treatment at F.I.T.
For further information or to schedule a complimentary meeting with Rich, please contact him at his Suntree office location.
3101 Casabella Place Melbourne, FL 32940