Professional portfolio management solves many common client challenges, including the diversification of your portfolio. We perform an “under-the-hood” audit across all of your accounts to get a true understanding of the type of investments you own, the underlying cost, and how each investment is correlated with each other.
Once this analysis is complete, we then build a thoughtful portfolio based on numerous factors including current economic conditions, the purpose of your money, tax considerations, and cost. Managing portfolios at the household level enable us to reduce transaction costs, consolidate and simplify rebalancing, and account for active employer-sponsored retirement plans.