Because we’ve talked in depth with you about your goals and your risk tolerance, we set up your portfolio with a mix of assets that matches to your comfort level. We also make sure that each portfolio is diversified across multiple asset classes to minimize your exposure in any one area. On an ongoing basis, we monitor your investments daily, rebalancing accounts as necessary.
As part of our overall service to our clients, we also offer periodic review and asset allocation recommendations for 401(k) plans not under our management. This ensures that assets in your company retirement plans remain properly diversified and working in conjunction with the rest of your portfolio. By looking at your full financial picture, we can make sure that you remain on track to meet all of your retirement goals.
While you may not have the time or expertise to provide ongoing oversight for your portfolio, that is our main focus day in and day out. We understand the importance of monitoring your accounts as compared to your goals and risk tolerance, but also in light of market and economic events, diversification, and tax strategy. We work with you and the rest of your financial team to ensure constant oversight as you progress towards your goals.
Below is more information about our portfolio management strategy. If you have questions or would like to schedule an introductory meeting, we would be happy to speak with you.
The Cycle of Investing
5 Smart Investing Principles
Rebalancing Your Portfolio
Mutual Funds vs. ETFs
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