Portfolio Management Services

Our investment objective is simply to reduce your current investment risk, reduce the expenses that you may be paying, and improve the performance within your portfolio. Our first step is to prepare a portfolio review and comparative investment analysis for your review. Next, we will build a model portfolio based on your investment goals and income needs.

Perhaps You're in the Market for a Free Portfolio Review?

The art and science of skillful portfolio management is best evaluated with the market is heading towards a prolonged decline, or during challenging economic times such as a recession. Times like this is what truly distinguishes those who understand how to build a portfolio that is optimized (by asset class) based on where the economy is, and with a strong thesis about its future direction.

In fact, on three separate occasions (1. Prior to the Great Recession 2. At the start of the Covid-19 Pandemic 3. Before the increase in inflation, interest rates and the Russian Invasion of Ukraine) our outlook on where the economy & markets were heading helped us to either move our client's portfolios to cash or, rebalance our model portfolio in such a way that we were able drastically reduce portfolio down-capture (i.e, unrealized/realized losses).

The following two educational videos were made for our clients to support our reasoning for making a significant change within our model portfolio:

  • Coronavirus Investing (Recorded February 25, 2020)
  • Combating Inflation and Rising Interest Rates (Recorded October 27, 2021)

Have a Question?

Thank you!