Have you accumulated a million dollars or more in your portfolio? If so, it is likely that you may have assets in many different types of accounts such as IRAs, ROTH IRAs, and taxable accounts, and even more if you are married!
Like most, you have probably used investment vehicles such as mutual funds and exchange traded funds over the years to accumulate a good portion of your assets. Though these are wonderful investment vehicles, they lack something that would be a great benefit to your portfolio which you may not realize is possible…
Personal Customization
Mutual funds and exchange traded funds are not made with you in mind but are created for a wide range of investors who are different from one another, and more importantly, YOU. Since your goals, risk appetite, investment time horizon, and personal situation is unique to you, shouldn’t your portfolio be as well?
We offer high net worth investment solutions which can be customized to
Your Particular Goals and Values
This customization enables you to have an overall portfolio which…
- Is either entirely or mostly made up of individual securities instead of funds
- Could exclude companies or industries which do not align with your values
- May reduce your income taxes instead of getting mutual fund year end capital gain surprises that increase your taxes
- Is coordinated across all your investment accounts, with appropriate type of holdings in different accounts
- Can include a customized income plan to fund all your investment and retirement goals, taking into consideration which account will fund each particular goal over time in a way which minimizes tax liability
- Could lessen or eliminate the problem of securities overlap that exists with mutual funds
You have worked hard over the years to accumulate your investments. Isn’t it time to have a portfolio that is customized to YOU instead of a cookie cutter fund portfolio?
