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Investment Management

Custom Strategies| Diversification | Rebalancing & Tax Loss Harvesting

We have access to securities representing asset classes and sectors in the US and global markets. We monitor your portfolio to better manage risk exposure and an appropriate allocation. We recognize losses for tax purposes and take the appropriate measures to get tax savings.

Custom Portfolios:

We help build distinctly different diversified portfolios that cater to different investor needs:

  • Tactical:  For clients who prefer an actively managed portfolio with a focus on long-term growth targeting a limited downside and taking advantage of growth opportunities.
  • Income & Growth:  For clients looking for more predicable returns in a volatile market with tax-sensitive needs.
  • Socially Responsible Investing:  For clients who want to put their money to work for them while doing good for the world and staying true to their values.
  • Exchange Trade Funds:  For clients who are sensitive to the tax ramifications and volatility in the overall stock market over the long term.
  • Stock based:  For clients who really like knowing and seeing the companies they own and are comfortable with a more focused equity position.

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