Investment Management

Investment Management

Once your investment strategy is determined, we begin the investment management process which includes:

  • If necessary, repositioning your existing portfolio to match the new investment strategy
  • Selecting appropriate and cost-efficient investment vehicles or securities,
  • Selecting the appropriate asset location (e.g., should each type of asset be in a taxable account or a tax-advantaged account like a 401k),
  • Rebalancing your investments to keep you within a reasonable range of your asset allocation targets,
  • Harvesting tax losses opportunistically to help offset any gains in your portfolio, and
  • Monitoring the performance of your entire portfolio vs. the relevant benchmarks and adjusting as needed.
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