COVID-19 Alert: Blue Water Capital Management, LLC is still open during these stay-at-home orders. We are working from home offices and using remote meetings, but everything else is the same.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Constraints

Constraints

A portfolio constraint is some sort of limitation that affects how the portfolio can be executed. A $1,000,000 in an IRA at a brokerage firm has almost no limitations compared to that same amount spread out over multiple IRAs, a 401(k), a joint account, and stock options. Constraints must be considered first before any other personalization because they can affect the overall design of a portfolio. Here are the constraints we consider:

Once we know what constraints we are working with, we can design around them, and move on to other portfolio personalization.