{"id":15114,"date":"2018-10-28T11:25:44","date_gmt":"2018-10-28T11:25:44","guid":{"rendered":"http:\/\/fi-nancialplanner.com\/?page_id=15114"},"modified":"2019-04-09T20:40:48","modified_gmt":"2019-04-09T20:40:48","slug":"portfolio-management","status":"publish","type":"page","link":"https:\/\/fi-nancialplanner.com\/index.php\/portfolio-management\/","title":{"rendered":"Portfolio Management"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

Portfolio Management<\/h1>\n

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<\/div>[\/vc_column][\/vc_row][vc_row][vc_column][vc_separator border_width=”2″]
<\/div>[\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Formulating and implementing the correct investment strategy is an integral part of the journey to reach your goals.\u00a0 We will work together to assess your risk tolerance based on several measures, devise a strategy to achieve your investment goals while considering your risk tolerance and implement the strategy using low cost investment choices.\u00a0 After implementation, I will continue to monitor your investments and take advantage of opportunities to provide additional value through systematized portfolio rebalancing and tax awareness.<\/p>\n

The Portfolio Management process will take several months to implement and will continue to be reviewed during the ongoing relationship.[\/vc_column_text]

<\/div>[vc_separator border_width=”2″]
<\/div>[vc_tta_tabs spacing=”4″ alignment=”center” active_section=”1″ title=”Case Studies”][vc_tta_section title=”Case One – No Time To Focus” tab_id=”1552928754266-ef6fc5bf-9b15″][vc_column_text]Since joining his startup, Caleb has not had the time to devote to cleaning up his investments in the old retirement accounts he held at previous jobs.<\/p>\n

We worked together to develop an investment policy statement while considering his time horizon and risky position in sales at the new company.<\/p>\n

We consolidated his accounts to one institution and implemented the investment plan over a three month schedule. \u00a0As he deposits future savings, we will invest to his strategic allocation.\u00a0 As the markets fluctuate, we will take advantage of opportunities to rebalance his investments and capture any gains and losses as his tax situation permits.<\/p>\n

Now Caleb can relax about his investments and focus his energy on pursuing opportunities with his new job.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Case Two – I Thought I Could Do It Myself” tab_id=”1552928754293-86c15e4f-e80c”][vc_column_text]Nine months after our Financial Q&A Call, Madeline reached out and said she thought she could implement the investment plan herself but just hasn’t been able to do it.\u00a0 In addition, her grandfather told her he wanted to gift shares of stock to her and she didn’t know what to do to receive those shares.<\/p>\n

We setup accounts under management and successfully migrated her accounts from the old brokerage without issue.\u00a0 The next step was the implementation of the plan we had previously outlined.\u00a0 Finally, we worked with her grandfather to transfer the shares and make sure we understood the tax implications if Madeline were to sell the shares she received.<\/p>\n

Now that Madeline’s plan is fully in place, she can relax knowing that she can withstand any stock market correction.\u00a0 We have quarterly calls to review her investments and make sure she is still comfortable with her investment allocation.[\/vc_column_text][\/vc_tta_section][\/vc_tta_tabs][\/vc_column][\/vc_row][vc_row][vc_column]

<\/div>[vc_column_text]<\/p>\n
These case studies are fictional and are designed to illustrate the service offering and what the engagement would look like.\u00a0 Recommendations and results are particular to an individual’s circumstances.<\/h5>\n

[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

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