Managed asset plans
What is an investment portfolio?
The answer to the question of “what is an investment portfolio” combines two concepts: portfolio management and asset management services. Combined, these two services help in charting a path to financial freedom.
Asset management services define an investment strategy overseen by seasoned asset managers. It is the responsibility of these professionals to make investment decisions on your behalf and typically charge a fee for their services. Managed asset plans offer portfolio management services through dynamic asset allocation, encompassing stocks, bonds, and mutual funds. An investment earns a spot in our lineup after rigorous due diligence and stress testing.
Managed asset plans are an excellent choice for investors who lack the time or knowledge to manage their investments. However, selecting a reputable and experienced asset management service provider is crucial, along with understanding associated fees.
Our asset management services include:
Fee based management: Our primary goal is to provide you with confidence while proactively managing your portfolio as if it were our own. Our transparent, fee-based management program ensures we are on the same team without conflicts of interest. We cover all trading expenses, so you only pay a quarterly percentage-based management fee, leaving the finer details to the professionals on our team.
Custom Models/Investment Selection: We source market research directly from trusted primary sources, collaborating with portfolio managers and fund companies to stay current on the best tools to build your portfolio.
Available Brokerage Accounts: If you’re an investor who prefers not to actively manage your investments and favors a “buy and hold” strategy, our tailored brokerage program meets your needs. You pay per transaction while still accessing our full suite of resources and services.
Managed asset plans are a valuable option for individuals, families, and businesses. Following a professional financial analysis by our team, we tailor custom portfolios to provide you and your family with the optimal path designed for financial success. Our asset management services offer an opportunity to engage in portfolio management, diversify your holdings, and tap into the knowledge of an experienced asset manager.
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