Investment Portfolio Management

Investing Simplified, Results Customized

Asset Allocation

We determine the percentage of your portfolio that should be invested in major asset classes like stocks, bonds and cash based on your specific time horizon and risk tolerance. A well-balanced mix can help reduce overall risk.

Diversification Across Sectors

We distribute your holdings across various market sectors like healthcare, technology, energy etc. so ups and downs in any one area have less bearing on total returns.

Diversification Globally

International markets don't always move in the same direction as US markets so our portfolios contain both domestic and foreign assets to benefit from worldwide economic growth.

Rebalancing

Your asset allocation will shift from its targets as different investments change in value over time. We routinely rebalance to restore the original percentages and lock in gains from well-performing sectors.

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Tax-Management

We minimize taxes which can seriously eat into your returns over the long run. Different account types like IRAs are used strategically along with attention to things like long vs short term capital gains tax rates.

Risk Management

Our risk management involves not just asset allocation but also careful selection of individual investments rated well on metrics like volatility, leverage and credit quality to help smooth returns.

Planning Integration

Retirement, education savings and other financial goals all tie into how we build and adjust your portfolio. Changes in one area may prompt portfolio revisions to keep everything aligned.

Downside Protection

Advanced hedging strategies and stops help protect against big downturns so your investments are better able to endure volatility and yield gains for many years.

Investment Portfolio Management

Investing Simplified, Results Customized

Case study 1

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