We affect meaningful and important portfolio diversification even if your Signature Portfolio involves multiple investment accounts.
We deploy sophisticated software to help us oversee your portfolio’s asset allocation, allowing us to be responsive to contributions and withdrawals.
What if disparate performance of your investments moves the portfolio’s allocation away from its target mix? What if tactically a change in allocation should be made to take advantage of a market opportunity? Or if an investment must be swapped out? What if something should be done that’s tax efficient? Consideration of these things is part of portfolio management.
We leverage technology in the management of assets, but our portfolio managers review each trade before it is executed in your Signature Portfolio.
If the custodial arrangement of an account requires you to affect the trade, e.g., it’s your company-sponsored 401(k) account, we’ll give you easy-to-follow trade instructions.