Are you in control of your investment strategy? Let our team of investment and financial planning experts help you devise sustainable strategies that address both short and long-term financial needs.
Our investment management services involve a multi-pronged approach that deals with banking, budgeting, tax services/duties, and more. We aim to meet the personal goals of each of our client’s investment strategies and aim to serve the best interests of your unique financial situation. Our experts are able to professionally consult and guide investment strategies that deal with a variety of different securities and financial assets including bonds, equities, commodities, and real estate.
Whether you are an individual or an institutional investor, our team of investment professionals can help you make smarter decisions regarding your investment strategy while helping to align these strategies with overall short and long-term financial goals.
Our services provide the following benefits:
- Professional investment analysis
- Full-time diligence
- Informed, expert market analysis
- Safeguard your portfolio in downtimes
- Confidence in your investment future
We employ market-driven investment strategies following the modern portfolio theory to ensure that your investments grow at a steady rate and are prepared to handle market fluctuations.
Inflection Advisor’s main investment management services include:
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 clients needs in order to ensure risk is minimized and sustained growth is achieved. Our services involve the following:
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Exchange-Traded Fund (ETF) offer the ease of stock trading with the diversification benefits of mutual funds. Investors have flocked to ETFs because of their simplicity, relative affordability, and access to a diversified product. These funds offer the diversification, transparency, and tax benefits that most investors need in their portfolios. There are a variety of ways to invest in ETFs, and how you do so largely comes down to your short and long-term financial goals and your current financial situation.
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Tax Loss Harvesting
Tax-loss harvesting is a way to cut your tax bill by selling investments at a loss in order to deduct these losses from your taxes. Deducting these losses can offset some or all of the capital gains tax you might owe on other investments that you may have sold for a profit. Our tax loss harvesting services can help everyday investors minimize what they pay in capital gains taxes by offsetting the amount they have to claim as income.
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Managing Concentrated Positions
Over time we accumulate or we are granted equity from the companies that we work for. These positions can greatly impact your wealth building strategy, but they can also expose you to a large amount of risk. When approaching the process of unwinding and improving your diversification, the largest drivers are tax implications, short term goals and diversification across other investable assets.
Contact The Investment Management Experts
Inflection Advisors is ready to help you through the investment management process. With years of experience handling account, the advisors are prepared to work with you. Reach out to them today through our website or by phone at (424) 372-8399.