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The Importance of Portfolio and Asset Management


You and your family work hard to save and accumulate assets over your lifetimes.  Individuals and families often depend on these savings now and later in life – either in retirement or in the event of unforeseen circumstance(s). However, not everyone has the time to monitor and manage those assets. And even if you do have the time, you may not have the skills, desire, and patience to do so. If you do not manage your assets diligently over your accumulation phase, you may not have accumulated enough for future times of financial need.

What We Can Do For You

Our Portfolio and Asset Management service covers:

  • Determining your goals and objectives: No one has the same financial goals and objectives as they accumulate wealth. To manage your assets prudently and in a fiduciary manner, we first need to understand what your goals are for accumulation and how you wish to use those assets later in life.
  • Partnering with you to develop and implement your investment portfolio: There are literally hundreds of investment asset types that you can invest in, and as many ways to do so.  Depending on your unique goals and circumstances, we will help you choose the right asset mix that will most efficiently/effectively accomplish your goals. Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets. However, we believe that may not be the most efficient or effective way to create long-term wealth. Working together as client and advisor, we will develop an agreed upon Investment Policy Statement that will define the asset allocations of a globally diversified portfolio in accordance with your specific risk tolerance and investment objectives.
  • Managing and Monitoring the Portfolio: It can be time-consuming and difficult to manage your investments.  We know you have other things to do – such as living your life, so we will manage and monitor the portfolio for you.  The Investment Policy Statement serves as a roadmap that describes how your portfolio will be handled in a coordinated fashion and in line with your big picture planning needs. 
  • Reviewing, Reporting and Recommending Changes and Revisions to the Strategy: An online 24/7 client portal is made available for you to check the performance of your investment portfolio and to monitor the ongoing status of your wealth management plan. Most importantly, we make ourselves available whenever needed to meet with you to review your pressing concerns, and to talk through how we can continue to help you stay on track. Through regularly scheduled reporting and conversations, we ensure that your portfolio and asset management plans are continually reviewed, revised, and updated to meet your life and any changing circumstances.

To learn more about our investment philosophy, please click here.