INCREASINGLY, INVESTORS HAVE THEIR INVESTMENTS SPREAD AMONG SEVERAL ACCOUNTS
Such as trusts, IRAs, Roth IRAs, 401(k) plans, spousal accounts, and pensions.
A Signature Portfolio incorporates all of your accounts into one, strategically-coordinated investment portfolio.
A Signature Portfolio can own indexed and actively-managed funds, exchange traded funds, individual stocks and bonds, and alternatives–investments you may already have. All of your securities are given investment weight within the portfolio as if they were one of our discretionary selections—even the investments within your company’s 401(k) plan where investment options are often constrained.
A Signature Portfolio will have investments with exposure to various financial markets, or “asset classes”. This mix—which the Big Picture Study can define as appropriate for your circumstances and risk tolerance—will primarily determine the return potential of your portfolio. We will help you make an informed decision about the most appropriate mix of stocks versus bonds for your portfolio.
TRADING WITHIN YOUR SIGNATURE PORTFOLIO
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.
CLICK HERE TO SEE A COMPARISON BETWEEN OUR SIGNATURE PORTFOLIO STRATEGIES AND OUR CORE PORTFOLIO STRATEGIES.