Investment
Strategies,
Built for You.
At Creative Financial Designs, Inc., we believe investment management should reflect each client’s unique goals, risk tolerance and financial situation. Through our flexible managed account platforms, we deliver personalized portfolio strategies tailored to individual needs—whether for growth, income, preservation or legacy planning.
By aligning each portfolio with account types, timelines and objectives, we help clients navigate every stage of life with clarity and confidence.
Brokerage Management Platform
The firm provides personalized, traditional and faith-based investment strategies through our Brokerage Management Platform, designed to fit your unique goals and risk tolerance. Our team monitors portfolios daily and uses a disciplined, long-term approach to help you navigate market cycles with confidence.
Variable Annuity Management Platform
The firm offers professional investment management for your existing variable annuity, tailoring portfolios to your selected objective using approved annuity products within your contract. Our team monitors your annuity daily, adjusting as needed to help keep you aligned with your long-term goals and market conditions.
Self-Directed Management Platform
The Self-Directed Investment Management platform is for company retirement accounts, tailoring each portfolio to your goals, risk level and available plan options. With daily monitoring and guidance from your adviser, we help ensure your investments stay aligned with your long-term financial objectives.
Brokerage Management Strategies
The firm’s Brokerage Investment Management solutions include twenty-two investment strategies of which eighteen offer five diversified portfolio objectives.
Within these solutions, eight are under our Biblical Faith Values solutions and the remaining fourteen are under our Traditional solutions
Biblical Faith Values (BFV)
We offer a range of strategies designed to match your convictions and investment objectives.
Traditional
We offer a range of strategies designed for investment flexibility and broad diversification.