Portfolio Management

The construction of a clients portfolio is crucial.  This involves discussions about asset allocation, required cash for spending needs, asset location for appropriate tax management, and investment selection.  But this is only the beginning.  After the initial portfolio construction, it is critical to both review the investments selected for continued appropriateness, and rebalance the assets back to their stated asset allocation targets.  We use a robust trading system to monitor deviation from our target and help the advisor in determining trades to bring the portfolio back to the desired ranges.