Portfolio Management

We begin with a detailed understanding of your financial goals – current and future. Add a good measure of education in financial strategies, markets and investment choices if desired. Working together to build a plan with effective risk management and performance that you can be confident in. Regular portfolio reviews and adjustments.

Specific products can include investments of all stripes: stocks, bonds, options, and certain products from 3rd party managers such as ETF’s, hedge funds, managed futures, alternative investments, commercial mortgages, real estate, tax strategies – as appropriate for your risk profile and product knowledge. Finding the best strategies, portfolio managers and companies to match your needs.

We recommend conservative, well-diversified, actively-managed portfolios – working hard to manage risk and capture return opportunities. Proactively keeping client portfolios up to date with appropriate investments for current economic conditions.

There’s an important story to tell these days about the need to play better defense in our portfolios, which has always been our focus and forte. We believe that the markets are overvalued at this time (refer to www.multpl.com/shiller-pe). When we add the factor of low interest rates, it makes traditional portfolios that average about 60% stocks and 40% bonds look poor in terms of reward vs risk in our opinion.