Mon-Thur, 9am-5pm; Fri, 9am-1pm

(865) 691-0898

Our Process

Finding the Knoxville financial planner or financial advisor that’s right for you can be a challenge. At Nalls Sherbakoff,  we provide you with consistent, disciplined investment philosophy and process.

We believe investment management is more science than art. Nobody has a crystal ball, so we use history, economic theory, statistics, and cognitive psychology to build well-diversified portfolios that maximize the probability of a successful outcome.

Step 1

We start by listening to your needs, past experiences, and future goals.

Step 2

We work with you to determine your investment objectives, risk tolerance, and any constraints that might impact your investment portfolio.

Step 3

Based on the information we have gathered, we develop a strategy to give you continuous and focused investment advice and/or to make investments on your behalf.

Step 4

We construct a portfolio that is consistent with your goals and desired outcomes, based on our capital market assumptions, statistical analysis, and qualitative study.

Step 5

Once we construct your investment portfolio, we monitor the portfolio’s performance on an ongoing basis and rebalance as required by changes in market conditions and in your financial circumstances.

What We Do |

Our business is to help you start, grow, and manage your personal wealth.

Portfolio Management

Our team is skilled in constructing investment portfolios that are tailored to your specific needs, investment objectives, and risk tolerence.

Financial Planning

We offer planning services that range from broad, comprehensive financial planning to consultative or single subject planning.

Pension Consulting

We offer pension consulting services to employee benefit plans and their fiduciaries, both for new and existing plans.