Investment Process


The Mahoney Group Difference

We help you identify your financial objectives, monitor your portfolio and annually rebalance your assets, a service we’re proud to offer. We emphasize the following five tangible goals for our clients.

I – Consultation: We consult on all financial matters.

II – Asset Allocation: We maintain a written policy with a well-thought-out target asset allocation for each client.

III – Diversified Portfolio: We strive to reduce and manage risk with a broadly diversified investment portfolio.

IV – Cost Structure: We strive to preserve liquidity and tax efficiency while enhancing cost structure.

V – Monitoring Progress: We handle all administrative details and monitor progress toward goals.


Please note: Diversification and asset allocation do not ensure a profit or protect against a loss.