Wealth Management:

What is Wealth Management?

Wealth Management is a consultative process in which information in gathered about a client’s financial situation, goals and risk tolerance. Based on these findings, a strategy utilizing the appropriate financial products and services is executed. In addition to recommending appropriate product and service solutions, a wealth manager will coordinate the services offered by other professionals including, tax advisors, estate planning attorneys and property and casualty insurance agents into a complete wealth strategy encompassing all parts of your financial life.

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We believe asset allocation to be the most significant factor in investment return outcomes over the long run. Our investment team evaluates current and historical asset class returns and uses top down security valuation and relevant risk factors to develop our market perspective and model portfolios for the risk adjusted returns our clients need to reach their financial summits. Within these model portfolios, we utilize tactical tilts when and where appropriate to take advantage of market conditions that favor a particular asset class or economic sector. Our team regularly reviews the performance of our model portfolios to ensure they are working as intended to achieve our client’s goals. An important, yet overlooked part of wealth management is rebalancing portfolios that become too far out of alignment with the original asset allocation target. We utilize alerts that notify us when portfolios need to be rebalanced so we can take corrective action ensuring that appropriate risk levels are maintained.

How We Help: