We emphasize continuous and regular supervision of all investment related accounts. As part of our asset management service, we utilize strategic and tactical asset allocation to manage portfolio risk and improve growth opportunities. We strategically construct a core portfolio based on the client’s individual goals and objectives then tactically adjust exposure to various asset classes based on current or expected market and economic conditions.
The client’s individual investment strategy is tailored to their specific needs and may include a combination of individual stocks or bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be best suited to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least quarterly and if necessary, re-balance the portfolio based upon the client’s individual needs, stated goals and tolerance for risk. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio.