Portfolio Management
Actively-Managed Custom-Built
We recognize that every investor is unique, which is why we’re committed to delivering an investment experience tailored to each client’s individual needs. Rather than simply offering stocks, ETFs, or mutual funds, we provide actively managed, fee-based investment solutions designed around each client’s specific goals, values, risk tolerance, time horizon, and tax considerations.
Our platform offers access to a wide range of asset managers—from some of Wall Street’s most recognized institutions to trusted third-party managers—alongside the expertise of our in-house portfolio manager. Together, these resources enable us to construct and manage fully customized portfolios that evolve with our clients over time.
Our asset management services include but are not limited to:
- Custom Portfolio Design and Management
- Ongoing Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
- Stock Concentration Strategies
- Stock Option Planning
- Alternative Investment Solutions
- Portfolio Income Strategies
- Socially Responsible Investing
- Cash Management Strategies
- 401(k) Guidance
- Comprehensive Account Performance Reports (Sample)
Our investment programs include but are not limited to:
- UMAs (Unified Managed Accounts)
- SMAs (Separately Managed Accounts)
- In-House PM (Portfolio Manager)
- In-House, 3rd-Party PM (Portfolio Manager)
- ETFs (Exchange Traded Funds)
- Mutual Funds
- Stocks
At My Personal Financial Advisor, we want to help you do life better.
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