Cyclus Wealth Management

Cyclus Wealth Management provides ongoing investment advice tailored to each client's needs. They start with a consultation to discuss your financial situation, investment goals, risk tolerance, and time horizon. Then, they create a personalized investment plan using index and passively managed no-load funds, employing asset allocation strategies based on modern portfolio theory. Cyclus also offers financial consulting services on a periodic basis. They provide quarterly status reports by phone and annual written reports detailing portfolio investments and performance.