Portfolio Management

Every investor has a unique set of goals and objectives; therefore, our investment advisory services are tailored to provide you with a personalized investment strategy. During the discovery phase of our process, we will uncover your investment objectives, risk tolerance, income needs, liquidity needs and time horizon. We will utilize this information to set a portfolio objective and develop an asset allocation plan. All of the above factors form the blueprint for developing a portfolio management strategy.

Through Mark, Paul and Joe’s relationship with Eagle Strategies LLC, a registered investment advisor, you will receive the same portfolio management services as many institutional investors, whether it is a Fund Advisory Wrap Account, a more customized Separately Managed Account or a combination of both.

The lifetime Wealth Portfolios Platform offered through Eagle Strategies allow our clients to have a fully diversified portfolio without investing a substantial amount of money. The strategists on the Lifetime Wealth Portfolios Platform offered by Eagle Strategies LLC (Eagle), creates and updates a model portfolio utilizing various mutual funds or exchange-traded funds and delivers the model portfolio to Envestnet Asset Management, Inc. (Envestnet) for implementation.

The Separately Managed Account (SMA) is a type of professionally managed investment vehicle that typically carries a focused investment strategy. SMA’s invest in individual securities on a discretionary basis, providing investors the flexibility of restricting the holding of certain securities and tactfully utilizing gains and losses for tax purposes. We can select from a variety of SMA strategies to either custom design a holistic investment portfolio or utilize individual strategies to address one of your specific investment needs.*

*The restricting of certain securities is subject to approval by Envestnet and/or the manager and is not guaranteed.