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Portfolio Management and Investments

Think of your investment portfolio as the place where your wealth will live and potentially thrive. As your goals evolve, we will work with you and make adjustments to your strategy. Our investment process consists of the above steps.

We have four different wealth management services to choose from:

  1. Separately Managed Accounts: With a Separately Managed Account (SMA), clients enjoy direct ownership of the securities held in their portfolios.
  2. Advisor Managed Portfolio: The Advisor Managed Portfolios (AMP) program allows for us to easily construct and manage custom portfolios. 
  3. Genesis Model Portfolios: We partner with competitive third party money manager strategists which allows us to construct each client portfolio and conduct ongoing investment management strategies. 
  4. Unified Managed Accounts: Our Unified Managed Account (UMA) allows us to build customized portfolios and seamlessly manage an allocation of traditional separate account strategies, Genesis Model Portfolio Strategies, mutual funds, and ETFs in a single client account. 

Our minimum amount for investing in the Wealth Management Platform is $100,000. If you are unable to invest $100,000, we are still able to work together with our ongoing Financial Planning services and help you on your journey of financial strength and independence.

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