Belle Financial

our success is measured by our client satisfaction. Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts which are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors. These additional factors include size, value, and profitability within the global market capitalization spectrum and we believe they provide the investor with the opportunity to pursue a higher expected return without reducing the overall broad portfolio diversification. It has been our experience that when clients are well-educated, truly diversified, and properly allocated, they are disciplined and confident in the investment process which allows them to stick with their long-term plan and move on to more important aspects of life such as faith, family, friends, vocation, charities, etc. Our founder, Travis J. Stolcis, is an independent financial advisor and has been practicing since 2006. Travis enjoys spending time with his wife and three daughters when he is away from the office. In addition, Travis also enjoys sports, music, fishing, traveling, reading, and supporting various charities and ministries. Securities offered through LPL Financial, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.sipc.org Investment Advice offered through Financial Management, Inc., a Registered Investment Advisor. Financial Management, Inc., and Belle Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, ID, OR, WA. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.