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.


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.