As part of your overall wealth management strategy, your investment portfolio should be well designed and coordinated to your plan in the areas of portfolio construction, asset allocation, diversification.
Our portfolio design services considers your objectives, risk tolerance, as well as, the timing of distributions in order to recommend a portfolio of investments to assist you in achieving your goals as set forth in your plan, always with emphasis on tax efficiency.
We then review your portfolio with you periodically to help ensure that it continues to support your overall wealth strategy.
Strategies for various objectives include: Risk and volatility management, cash management, income strategies, tax efficient investing, responsible investing and concentrated stock positions.
Investment solutions considered range from: Mutual funds and exchange traded funds, separately managed accounts (SMA’s), exchange traded notes (ETN’s); private placement real estate; private equity and debt and bond ladders.
After implementation, we then review your portfolio with you periodically to help ensure that it continues to support your overall wealth strategy.
“A philosophy serves as a compass to guide you through turbulent times. When you’ve got a compass, it doesn’t take drastic directional changes to find your way. Small adjustments are all you need to stay on course ” David Booth