WEALTH MANAGEMENT EVOLVED

Managing clients’ investments to create an Evolved℠ Portfolio is a big part of our role as advisors. There is not a “perfect portfolio.” We work to create a portfolio that is best for each individual client to achieve their financial goals. Our client’s portfolios are fully integrated with their financial plans in order to maximize their probability of success.

Our experienced financial professionals collaborate with you to design a portfolio that strives to find the “efficient frontier”—that combination of investments that provides the highest potential return for your personal level of risk. A comprehensive process of due diligence, consistent monitoring and periodic rebalancing aids in helping your portfolio meet the objectives of your financial plan over time.

So what is an Evolved℠ Portfolio?

It’s both efficient and evidence-based. Striving for an efficient portfolio helps (but cannot guarantee) you get paid for the risks you are taking. Many non-Private Vista portfolios take more risk than they need to, so we work to eliminate unnecessary risks.

Evidence-based means we look at the actual evidence of what is working now to build return and reduce risk in different classes of investments. To keep up with the changing markets, we build Evolved℠ Portfolios with a fluid approach using index funds, ETFs, active managers and non-traditional (alternative) investments.

Lastly, our focus on low fees and tax efficiency are the final pieces to creating an Evolved℠ Portfolio. Questions? Contact us today and we’d be happy to talk with you.

 

Interested in Socially Conscious Investing? We offer that option to our clients. Reach out to us and we can answer your questions, or learn more about Socially Conscious Investing in this article written by our Director of Investments.