Asset Management

Integrated Approach to Asset Management

We offer a unique, integrated approach to personal asset management that combines asset allocation, asset location, tax-loss harvesting, and risk management into a unified process.

Protecting and growing your assets starts with choosing the right group to help manage your funds. Our advisors help clients achieve their financial goals through a strategic investment process that, as a fiduciary, is free from any conflict of interest and ensures we focus on what’s best for our client at all times.

We have changed the paradigm on wealth management and asset allocation by taking a holistic approach. For individuals who are looking for personalized, unique investment strategies with tax advantages and (in some situations) a lower cost, our program provides access to portfolio managers to help you position strategies with your investment goals in mind. Investment planning includes an examination of a client’s current assets and investment risk tolerance.

The investment analysis projects investment needs and expenses for a specified goal (e.g. retirement) and analyzes current assets designated for the specified goal. Asset Allocation analysis provides a client with various additional or alternative strategies available based on the client’s time horizon and risk tolerance. Additionally, investment planning may include simulations to determine the probability of meeting a client’s objective(s).

To learn more about our Asset Management solutions contact us or Call (301) 214-7666 today.