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Portfolio management covers more than buying and selling stocks and bonds in your portfolio. Our team of portfolio managers starts by talking about your investment goals and current financial situation before we match the right investment products and services to your situation. We’ll select assets that meet your timeline and risk tolerance, keeping your portfolio balanced and diversified. Our portfolio management services can also include a tax strategy to help you keep more of your earnings.
Portfolio management is the process of handling your assets with the intent to protect and grow your wealth. Our professional portfolio managers take an active approach to managing your portfolio to help you pursue your financial goals. We’ll track the performance of your assets to help you make better investment decisions, and we consider the effect taxes have on your investments.
When you work with a professional portfolio manager, you can be hands-off about your investments. We’ll evaluate the options and make the best decisions for your complex financial needs. We’ll review your portfolio performance regularly to ensure your assets are working hard on your behalf. At Wasnik Moseler, you can rely on our knowledge and experience to help you pursue your financial goals.
When you work with our portfolio managers, we’ll first review or set up your investment accounts. You might already have a 401(k) through your employer, but maybe you’re interested in a rollover. We can set up an IRA, Roth IRA, mutual fund, or other investment account for you. We can also manage your existing retirement accounts to optimize the performance of your assets.
Next is asset selection. You’ll have more options inside of an IRA, but even a 401(k) allows you to choose different stocks, bonds, and mutual funds to invest in. It’s our job to find assets that match your investment criteria and add them to your portfolio. In doing this, we make sure we diversify your portfolio holdings across different assets and industries to reduce your investment risk.
Portfolio management will require us to rebalance your assets from time to time. As some assets perform and increase in value, others may not, which can affect the balance in your portfolio. As part of our periodic portfolio review, we also consider tax strategies to reduce your taxable income. These can include tax loss harvesting or investing in municipal bonds.
Active portfolio management involves a hands-on approach. We take our time to analyze and select the investment products that work for you. In contrast, passive management might include tracking an index. Actively managed portfolios can be customized to meet your needs, but they are also pricier. When you work with our portfolio managers, you’re in full control of all financial decisions, but you have an expert who can guide you.
When you work with our portfolio managers, you’ll always have a professional financial advisor to talk to. Financial plans and goals can change, especially when life throws you a curveball. We can adjust your actively managed portfolio as needed, and we’re here to help you reach your financial goals. Our portfolio managers can help with everything from selecting the best investment vehicle to picking the investment products inside your portfolio.
Typically, a portfolio manager earns a percentage of the assets they manage. Some portfolio managers may charge a flat fee. Sometimes you can hire a portfolio manager for one-time services, such as a portfolio review. Talk to our staff at Wasnik Moseler and find out how we can help.
When you’re trying to build wealth, you don’t want to leave things up to change or on autopilot. There are multiple benefits to working with a portfolio manager to analyze your investment holdings and increase asset performance. Make an appointment with one of our portfolio managers today. We’ll talk to you about your portfolio and your financial goals for the future. Then we’ll create a plan that helps you get there.