Have you ever wondered how your investment portfolios are constructed? What if we told you that constructing a portfolio is similar to building your dream home? You need a goal and a well-defined process to help you get there. This is how it works!
When construction workers build a house, they don’t do it one room at a time. They follow a plan. We do something similar. Our plan is to expertly craft and ensure an ideal mix of asset classes, geographic allocations and investment styles so you can enjoy the benefits of a diversified portfolio.
Step 1: Assembling the Portfolio Management Team
Our Portfolio Management Team designs, builds, and maintains our portfolios to grow and protect your investment. Our Chief Investment Officer (CIO), the head of the team, develops the master plan. He hires the investment specialists, makes sure that everything is working just as planned, and conducts oversight.
Step 2: Engage Investment Specialists
We hire different investment specialists to manage each part of the portfolio. We select specialists from around the world. Each portion o a portfolio is managed by specialists in their area of expertise and with their own unique style.
Step 3: Ongoing Portfolio Maintenance
We maintain our portfolios to keep them performing like new by rebalancing, managing currency, and updating asset mixes to protect against risks in the market.
Step 4: Oversight
We hold each investment specialist accountable and review how well they do on an ongoing basis. Specialists may be replaced if they are no longer a good fit for the portfolio.
The added value of all of these services together can enhance a portfolio’s return by up to 3%*.
Comprehensive portfolio construction is just one of many value added investment management services that we offer to help support your financial plan.
*Source: Envestnet Capital Sigma: The Return on Advice
