Broker Check

Portfolio Management

When your plan is in place, you need to monitor what’s happening, so you’re never in the dark about your progress. Your private E-Money website helps you keep track of what’s happening with your portfolio. We update it every evening, which you’ll see on the landing page after you log in.

Our Portfolio Management Advisory program offers an integrated delivery of wide-ranging investment strategies. Our investment philosophy combines an array of alternative investments. This approach offers opportunities for account preservation, income, and growth. We review your financial assets and select an asset allocation model based on your risk tolerance. If something is off, we’ll help you select another investment. We give investments with low fees priority. We have identified investment vehicles and portfolio managers that can help each investor best pursue their goals. Portfolio Management Investment Options Brochure

Some of the options that comprise our investment portfolio include:

  • Exchange Traded Funds (ETFs), Index Funds & Mutual Funds
  • Separate Account Managers for bond portfolios and individual stock portfolios
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Annuities

Whether your investments are in trust accounts, retail accounts, or non-qualified accounts, we’ll help you choose the one that is most appropriate for your tax strategy.