Professional Management

Our Professional Management provides a custom-tailored investment portfolio and personalized ongoing fiduciary service. These are based on your individual goals, needs and comfort level.
- Your overall portfolio can include held-away accounts:
- 401(k), 403(b), 457 plans
- Company stock and stock options
- Trusts and limited partnerships
- We accommodate your personal preferences:
- Add or delete asset classes (Ex. - you may not want to include Alternatives in your portfolio)
- Modify the weightings of asset classes and/or specific investments (Ex. - you may hold a lot of company stock and want to decrease the exposure to that asset class with the rest of your portfolio.)
- Hold certain positions (Ex. – you hold a position that if sold, would produce large gains, or maybe you just want to own Facebook because you like it.)
- Tilt the portfolio a certain way but without affecting the allocation (Ex. – You may want to own shorter duration bonds or increase the yield/income from your portfolio.)
- We can include various strategies:
- Individual bonds and CDs
- Stop-losses on stocks and ETFs
- Portfolio Insurance
- Income floors
- Market hedging
- Liability matching
- You can be as involved as you want to be.
- Some people want us to check-in with them before any change or trade. Some only want to discuss bigger issues like allocation changes. And some leave all changes and trades to our discretion.
- Likewise, we can provide different reports for different people. So whether you want just a high-level report, or all the details of your portfolio and performance, we can do that.