Our portfolio management services are intended to help clients achieve the required rate of return within the desired level of risk. Our services are personalized to each client’s needs in order to ensure risk is minimized and sustained growth is achieved.
Portfolio Management Plan
Our services involve the following:
Fact Finding
Prior to doing any planning or analysis, accurate information is needed about your current finances and to clearly understand your goals. Gathering information is an ongoing task, but the more get up front, the better our planning and analysis can be.
Planning
Prepping for proper portfolio management is the first and most essential part of the process. During this stage, we will make sure to understand your investment goals and the complete picture of your portfolio in order to be able to make decisions that align with the vision of your financial future. A key step in this process is establishing a sound risk-to-reward plan.
Analysis
As the market inevitably shifts and we learn more about your personal financial situation, we will perform regular analysis and reflection in order to re-evaluate the strategy as well as any held assets that may need to be reconsidered.
Execution
Based on our findings, our team will strive to execute buys and sells that align with your portfolio’s best interests. This involves executing the proper allocation of the investment corpus to various asset classes and various products within the asset classes to match the risk-return profile.
Monitoring
The job is not done after the portfolio is setup, the on-going monitoring with quarterly or semi-annual checkups will ensure your goals are still in line with the objective and risk tolerance of the account.
Proven Portfolio Management Services
Portfolio management isn’t just about building and managing an investment portfolio. We address the most important aspects of a professional portfolio management program:
Asset Location
The key to asset location is to pick the best type of investment account for your goals. Where are your investments going to live? This is important, because the type of account you use for your investments can have a variety of tax differences and the rules attached can drastically change how you can utilize the account in the short and long term.
Asset Allocation
Asset allocation refers to how your portfolio is divided up between different types of asset classes that make up your overall portfolio. We build a portfolio by adjusting the allocation percent in each of these assets according to the minimum level of risk to achieve your required return.
Diversification
Diversification is a key process that involves spreading out your investments across multiple asset classes in order to mitigate the risks of investing. With proper diversification, your portfolio will decrease risk while increasing the likelihood of a desired outcome.
Rebalancing
Over time, market fluctuations might cause a portfolio to shift off course from its original intention. Rebalancing is the method used by portfolio managers to maintain equilibrium within their accounts. Portfolio managers do this to stay true to the target allocation, by adjusting those assets that may have increased in value or decreased in value outside of the target percentage, the rebalance brings them back in line.
Work With Inflection Advisors
Our Portfolio management services help improve our client’s investment portfolios while educating them on how to best allocate assets to fit their risk tolerance and financial goals. Let our expert team simplify your portfolio management processes and help reduce the decision-making load on your shoulders. Reach out to Inflection Advisors today!
