The Portfolio Strategy Group develops and manages customized investment portfolios based on each client’s unique goals and objectives. Our portfolios are highly transparent and tax-efficient, helping clients keep more of their money. Our investment process begins with a thorough understanding of your financial goals, needs and comfort level. Based on these and other factors, including a review of your investment history, we will develop, present and agree on a thoughtful, intelligent and objective investment plan to achieve your goals. We implement and manage the strategy, monitor its performance and make changes when appropriate. We speak and meet with you regularly, and send you personalized quarterly performance reports which are understandable, thorough and transparent (in addition to regular monthly statements you receive directly from the custodian).
A successful wealth manager helps you achieve your goals. We develop a comprehensive investment plan with you. Here are just some of the topics we discuss:
Once we understand you and your objectives, we will analyze your current financial situation including
We will develop and recommend an investment plan personalized to your needs only after we have a clear idea of your present situation, responsibilities and goals, and your financial and emotional ability to withstand market downturns.
Every client’s investment plan is unique. We will design yours based on your needs and goals. We are focused on capturing returns while minimizing risk. The most important criterion when considering any investment is understanding its potential downside and your ability to tolerate it both financially and emotionally. Avoiding mistakes and minimizing losses (especially during difficult market environments) is critical to your successful long-term wealth building and preservation of capital. The key method for generating excellent returns while controlling risk is properly allocating your assets among different asset classes. Considerations include…
Your portfolio will be invested in stocks, bonds, and/or private investments based on your unique needs.
Most stock portfolios are managed by top-tier, independent equity investment advisors who are not easily accessible to most individual clients because of high minimums. We negotiate reduced minimums and discounted fees with all of the equity managers we select.
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We have been investing in fixed income securities for our clients since our founding in 1990. We purchase individual high quality government, corporate and tax-free bonds which can be held to maturity, regardless of market or interest rate conditions. We buy individuals bonds. We do not purchase bond funds because they can often hurt investors when interest rates rise. Fixed income investments provide income and stability, which are paramount for many of our clients.
Learn More
If private investment funds are appropriate for you, we can utilize a variety of alternative investment options including thoroughly vetted hedge funds, private equity and credit funds, and our own fund of funds. When constructed properly, private investment funds can be used for further diversification, sector-focused investing, or volatility reduction.
Learn More
We review the performance of the investments we manage on an ongoing basis, and monitor the trades our equity managers make.
We meet directly with our managers regularly as part of our due diligence process.
We provide you with a personalized investment report each quarter showing your investment results for the quarter, year-to-date and since inception. Detailed, understandable commentary on each investment in your plan is also included. This report supplements the statements you will receive directly from the custodian. You will always know how you are doing. We are fully transparent, one of the hallmarks of The Portfolio Strategy Group.
We meet and speak with our clients regularly. This provides you with an opportunity to discuss investments and ask other financial questions. It also gives us the opportunity to find out what may have changed in your life and make adjustments to the investment plan, if necessary.
The Portfolio Strategy Group develops and manages customized investment portfolios based on each client’s unique goals and objectives. Our portfolios are highly transparent and tax-efficient, helping clients keep more of their money. Our investment process begins with a thorough understanding of your financial goals, needs and comfort level. Based on these and other factors, including a review of your investment history, we will develop, present and agree on a thoughtful, intelligent and objective investment plan to achieve your goals. We implement and manage the strategy, monitor its performance and make changes when appropriate. We speak and meet with you regularly, and send you personalized quarterly performance reports which are understandable, thorough and transparent (in addition to regular monthly statements you receive directly from the custodian).
A successful wealth manager helps you achieve your goals. We develop a comprehensive investment plan with you. Here are just some of the topics we discuss:
Once we understand you and your objectives, we will analyze your current financial situation including
We will develop and recommend an investment plan personalized to your needs only after we have a clear idea of your present situation, responsibilities and goals, and your financial and emotional ability to withstand market downturns.
Every client’s investment plan is unique. We will design yours based on your needs and goals. We are focused on capturing returns while minimizing risk. The most important criterion when considering any investment is understanding its potential downside and your ability to tolerate it both financially and emotionally. Avoiding mistakes and minimizing losses (especially during difficult market environments) is critical to your successful long-term wealth building and preservation of capital. The key method for generating excellent returns while controlling risk is properly allocating your assets among different asset classes. Considerations include…
Your portfolio will be invested in stocks, bonds, and/or private investments based on your unique needs.
Most stock portfolios are managed by top-tier, independent equity investment advisors who are not easily accessible to most individual clients because of high minimums. We negotiate reduced minimums and discounted fees with all of the equity managers we select.
Learn More
We have been investing in fixed income securities for our clients since our founding in 1990. We purchase individual high quality government, corporate and tax-free bonds which can be held to maturity, regardless of market or interest rate conditions. We buy individuals bonds. We do not purchase bond funds because they can often hurt investors when interest rates rise. Fixed income investments provide income and stability, which are paramount for many of our clients.
Learn More
If private investment funds are appropriate for you, we can utilize a variety of alternative investment options including thoroughly vetted hedge funds, private equity and credit funds, and our own fund of funds. When constructed properly, private investment funds can be used for further diversification, sector-focused investing, or volatility reduction.
Learn More
We review the performance of the investments we manage on an ongoing basis, and monitor the trades our equity managers make.
We meet directly with our managers regularly as part of our due diligence process.
We provide you with a personalized investment report each quarter showing your investment results for the quarter, year-to-date and since inception. Detailed, understandable commentary on each investment in your plan is also included. This report supplements the statements you will receive directly from the custodian. You will always know how you are doing. We are fully transparent, one of the hallmarks of The Portfolio Strategy Group.
We meet and speak with our clients regularly. This provides you with an opportunity to discuss investments and ask other financial questions. It also gives us the opportunity to find out what may have changed in your life and make adjustments to the investment plan, if necessary.