Portfolio Management

Without proper portfolio management, what begins as a good investment plan will weaken over time. 

Changes in circumstances, market environments, and tax law will chip away at the sharpness of your original plan. 

Neglect can hurt your financial independence.

The portfolio management process involves many of the areas addressed under Investment Planning and will integrate other aspects of our work together. 

Portfolio Management starts with articulating your goals and needs and understanding your different accounts’ contributions to your retirement plan. 

Portfolio Management further integrates your risk-reward profile, asset allocation, and investment selection.

Portfolio Management considers account types (retirement accounts, taxable accounts, cash reserves), the impact of taxes, and managing investment fees. 

These related pieces are brought together under one umbrella and monitored over time. 

Outcomes are memorialized with ongoing reporting, and the portfolio itself is subject to changes based on our clients’ needs and goals.

In the long term, portfolio management is the backbone of good investment planning and financial independence success.