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Office: (408) 404-0009
Fax: (408) 626-0009
Email: info@johansonfinancial.com

Investment Asset Management

Objective investment planning integrated with your personal, financial goals that we determined through your Financial Plan, enables us to help you make better investment decisions. To help you preserve and grow the assets you have accumulated, we have adopted several investment principles that we hold sacred. These principle include:

  • Strategic and Tactical Asset Allocation provide the foundation to managing the long-term risk and return of a portfolio.
  • Low cost investing through the use of low-expense no-load mutual fund families, ETF’s, and index funds are preferred.
  • Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.
  • A mandate to uphold an unbiased, objective, and advocacy roll.

We assess your unique risk tolerance, time horizon, income needs, tax situation, and overall financial objectives. By designing a portfolio to help reduce market volatility with a higher probability of achieving the returns you require, we try to minimize the fluctuations of the capital markets while attempting to ensure your goals are attainable.

Our investment design includes institutional modeling tools, state of the art independent investment research, and Nobel Prize winning formulas.

Once your Plan has been analyzed, the implementation of your investment portfolio can unfold. The continuum of a 6 step process ensures you are moving closer to your investment and financial goals.

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

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