Step 2: Investment Management
Step 2: Investment Management
Goals & Outcomes:
- Target financial goals and objectives for the portfolio
- Build a custom portfolio using the 8-Quadrant Investment Approach
- Replace inefficient securities with optimized securities
- Add select securities to optimize market exposure
The Investment Management step optimizes your investment portfolio with securities and investments to augment your total return.
We build upon the recommendations in Step 1: Portfolio Audit to create a portfolio tailored to your specific goals and objectives.
During the investment management process, our team begins to build a custom portfolio tailored to your stated goals and objectives.
There are no "cookie-cutter" or model portfolios we use - each portfolio is highly customized to the client's unique situation.
The 4-Quadrant Equity Approach creates a well-diversified and well-positioned equity side of the total portfolio. Investment management in the 4-Quadrant Equity Approach is focused on capital growth and capital appreciation.
The portion of the portfolio dedicated to equities depends on the objectives and risk tolerance of the client.
The 4-Quadrant Fixed Income Approach focuses on creating a yield-producing section of the portfolio that both generates income and protects capital.
The portion of the portfolio allocated to fixed income depends on the objectives and risk tolerance of the client.
In some cases, a private, tax-advantaged investment in Qualified Opportunity Zones (QOZs) may be beneficial. During the investment management process, we help clients secure investments in these areas while planning for the accompanying tax credits and management while the funds are invested.
Exposure to alternative investments can augment an investor's portfolio by providing exposure to private and non-traditional sides of the market.
We work with our Investment Committee to vet and analyze alternative investment opportunities that can support a client's goals and objectives.
Bypassing the management fees associated with mutual funds and ETFs, our Direct Indexing strategy can help investors replicate an index inside their portfolio without paying the expense ratio associated with the index fund.
We work with clients to tax loss harvest individual positions inside the direct index to provide a tax benefit that is not possible with ordinary mutual funds and ETFs.
Goals & Outcomes:
- Target financial goals and objectives for the portfolio
- Build a custom portfolio using the 8-Quadrant Investment Approach
- Replace inefficient securities with optimized securities
- Add select securities to optimize market exposure
The Investment Management step optimizes your investment portfolio with securities and investments to augment your total return.
We build upon the recommendations in Step 1: Portfolio Audit to create a portfolio tailored to your specific goals and objectives.
During the investment management process, our team begins to build a custom portfolio tailored to your stated goals and objectives.
There are no "cookie-cutter" or model portfolios we use - each portfolio is highly customized to the client's unique situation.
The 4-Quadrant Equity Approach creates a well-diversified and well-positioned equity side of the total portfolio. Investment management in the 4-Quadrant Equity Approach is focused on capital growth and capital appreciation.
The portion of the portfolio dedicated to equities depends on the objectives and risk tolerance of the client.
The 4-Quadrant Fixed Income Approach focuses on creating a yield-producing section of the portfolio that both generates income and protects capital.
The portion of the portfolio allocated to fixed income depends on the objectives and risk tolerance of the client.
In some cases, a private, tax-advantaged investment in Qualified Opportunity Zones (QOZs) may be beneficial. During the investment management process, we help clients secure investments in these areas while planning for the accompanying tax credits and management while the funds are invested.
Exposure to alternative investments can augment an investor's portfolio by providing exposure to private and non-traditional sides of the market.
We work with our Investment Committee to vet and analyze alternative investment opportunities that can support a client's goals and objectives.
Bypassing the management fees associated with mutual funds and ETFs, our Direct Indexing strategy can help investors replicate an index inside their portfolio without paying the expense ratio associated with the index fund.
We work with clients to tax loss harvest individual positions inside the direct index to provide a tax benefit that is not possible with ordinary mutual funds and ETFs.