Portfolio & Asset Management
Comprehensive portfolio management combining strategic asset allocation with ongoing active management. Personalized investment strategies designed to optimize risk-adjusted returns for your financial goals.
Portfolio Performance
Portfolio Management Services
Comprehensive investment management tailored to your unique financial situation and objectives.
Optimize portfolio construction based on your risk tolerance, time horizon, and financial objectives.
- Modern Portfolio Theory
- Risk-return optimization
- Correlation analysis
- Rebalancing strategy
Ongoing monitoring and tactical adjustments to capitalize on market opportunities and manage risk.
- Daily monitoring
- Tactical adjustments
- Opportunity identification
- Risk mitigation
Comprehensive tracking and analysis of portfolio performance against benchmarks and objectives.
- Benchmark comparison
- Risk-adjusted returns
- Attribution analysis
- Performance reporting
Optimize after-tax returns through strategic tax-loss harvesting and asset location strategies.
- Tax-loss harvesting
- Asset location
- Municipal bonds
- Tax-efficient funds
Strategic Asset Allocation Models
Proven allocation strategies designed for different risk profiles and investment objectives.
Allocation:
25% Stocks / 70% Bonds / 5% Alternatives
Volatility:
6-9%
Best For:
Capital preservation focus
Allocation:
60% Stocks / 30% Bonds / 10% Alternatives
Volatility:
10-14%
Best For:
Balanced growth and income
Allocation:
80% Stocks / 10% Bonds / 10% Alternatives
Volatility:
14-18%
Best For:
Long-term wealth building
Allocation:
90% Stocks / 0% Bonds / 10% Alternatives
Volatility:
18-22%
Best For:
Maximum growth potential
Our Portfolio Management Process
A systematic, disciplined approach to investment management focused on your long-term success.
Discovery & Analysis
Comprehensive assessment of your financial situation, goals, risk tolerance, and investment timeline.
- Financial goal analysis
- Risk profiling
- Current portfolio review
- Tax situation assessment
Strategy Development
Create customized investment strategy and asset allocation model aligned with your objectives.
- Asset allocation design
- Investment selection
- Risk management plan
- Tax optimization strategy
Implementation
Execute the investment strategy with careful attention to costs, timing, and tax efficiency.
- Account setup
- Asset deployment
- Cost optimization
- Tax-efficient execution
Ongoing Management
Continuous monitoring, rebalancing, and adjustments to maintain optimal portfolio performance.
- Performance monitoring
- Rebalancing
- Opportunity assessment
- Regular reviews
Risk Management Framework
Comprehensive risk management strategies to protect and preserve your wealth through all market conditions.
Diversification
Spread risk across asset classes, sectors, and geographic regions to reduce concentration risk.
Position Sizing
Careful position limits and exposure controls to prevent any single investment from dominating returns.
Correlation Monitoring
Track correlations between holdings to ensure genuine diversification and early warning of concentration risk.
Stress Testing
Regular stress testing and scenario analysis to understand portfolio behavior in adverse conditions.
Track Record & Performance
Consistent long-term performance with superior risk-adjusted returns across market cycles.
| Performance Metric | Our Result | Benchmark | Time Period |
|---|---|---|---|
| Average Annual Return | 11.8% | S&P 500: 9.2% | 10-year average |
| Risk-Adjusted Return (Sharpe) | 1.34 | Market: 0.89 | 10-year average |
| Maximum Drawdown | -12.3% | S&P 500: -19.8% | 2008-2009 crisis |
| Downside Capture | 67% | Target: <75% | Down market periods |
Client Success Stories
See how our portfolio management has helped clients achieve their financial goals.
"Dustin's portfolio management has consistently outperformed my previous advisor. The strategic asset allocation and ongoing management have grown my wealth by 34% over three years."
Elizabeth Patterson
Healthcare Executive
"The comprehensive approach to asset management is exactly what I needed. Tax-efficient strategies and alternative investments have enhanced returns while managing risk perfectly."
Gregory Chen
Technology Entrepreneur
"As someone in finance, I appreciate the sophisticated portfolio construction and risk management. The performance reporting and transparency are institutional quality."
Rachel Morrison
Investment Professional
Frequently Asked Questions
Common questions about our portfolio management services and investment approach.
What is your investment management approach?
We use a strategic asset allocation approach combined with tactical adjustments. Our process begins with understanding your goals and risk tolerance, then implements a diversified portfolio designed to achieve your objectives while managing downside risk.
How often do you rebalance portfolios?
We typically rebalance quarterly or when allocations drift more than 5% from targets. However, we may rebalance more frequently based on market conditions, tax considerations, or changes in your situation.
What fees do you charge for portfolio management?
Our portfolio management fees range from 1.0% to 1.75% annually based on portfolio size and complexity. This includes all investment management, rebalancing, tax optimization, and regular reviews with no hidden fees.
How do you measure portfolio performance?
We measure performance against appropriate benchmarks and your specific objectives using risk-adjusted metrics. You receive monthly performance reports with attribution analysis and quarterly reviews.
Can you manage my 401(k) and other retirement accounts?
Yes, we provide guidance on 401(k) investment selections and can directly manage IRAs and other retirement accounts. We coordinate all accounts to ensure your overall allocation remains optimal.
What makes your portfolio management different?
Our approach combines institutional-quality investment management with personalized service. We focus on after-tax returns, risk management, and long-term wealth building rather than short-term performance chasing.
Experience Professional Portfolio Management
Schedule a comprehensive portfolio review to see how our strategic asset allocation and active management can optimize your investment returns and achieve your financial goals.
$100K minimum • Comprehensive management • Quarterly reviews included