Wealth Background

Portfolio Management

Return to Personal Wealth   Return to ClearWealth Approach

Our Philosophy Statement

We believe that a globally diversified portfolio of professionally managed and passive strategies, selected using both fundamental and qualitative analysis, combined with a disciplined valuation framework for allocating assets will influence a successful client outcome.

Our Beliefs

Our Philosophy

Johnson Financial Group can help you develop a plan to establish a legacy for your beneficiaries or design specific investment objectives. Our skilled advisors bring extensive knowledge of professional money management through our portfolio management group to individuals, families and closely held businesses.


  • calculatorsHow long will my retirement savings last?

    Use this calculator to see how long your retirement savings will last. This is based on your retirement savings and your inflation adjusted withdrawals. Javascript is required for this calculator. If you are using Internet Explorer, you may

  • whitepapersInvesting 101: The Basics

    You don’t have to be rich or a certain age or wear Italian shoes. Even having money in an interest-bearing savings account is a basic form of investing. But if you’re ready to go beyond a savings account, you could use our crash course. Whether you’ve

  • calculators401(k) Calculator

    A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when

  • articlesInvestment Commentary | Wednesday, June 5

    This is part of an ongoing series of articles published by Johnson Financial Group. This issue is written by Brian Andrew, EVP, Chief Investment Officer. Subscribe Can You Push Too Far? Last weekend my son and I took our annual sojourn to Road America

  • articlesEconomic & Market Outlook - Second Quarter 2019

    Introduction The extreme volatility experienced in late 2018 and early 2019 serves as a reminder that investing is about staying the course and focusing on long‐term investment goals rather than trying to predict short‐term market moves. As

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