Managing your portfolio is a full-time job and if done properly, can generate higher returns with lower risk over long periods of time.
Don't leave your financial future to chance. Let us do the heavy lifting for you - specifically for you.
Our process
- 1.
Discovery
In order for us to properly manage your portfolio, we go through an in-depth discovery process to understand your goals, objectives, personality, current financial situation, limitations, risk tolerances and anything else that helps us serve you as well as we could.
- 2.
Strategy and Implementation
With a full understanding of your unique situation and mutually agreed upon expectations, we can develop a proper investment strategy and construct a portfolio to meet your stated goals. We then begin to methodically implement the strategy with regards to the current economic environment.
- 3.
Rebalance and Review
On an ongoing basis, we will rebalance your portfolio to desired asset allocation ranges and/or position limits, including repositioning when tactical decisions warrant a change in strategy. We will also review your portfolio and objectives with you annually to consider changes in your situation and potential changes.
Interested in Portfolio Management Services?
Call for a free consultation to determine if we are a mutual fit to work together to achieve your financial goals.
Asset Allocation Strategy
Our investment management philosophy is that active management could enhance returns and/or reduce risk over time by considering the macroeconomic environment, opportunities and risks within asset classes, and fundamental factors driving performance for each investment vehicle, whether an ETF, individual security, or other instrument.
Once we determine the details of your investment profile, we use a combination of both passive and active ETFs and Closed-end fund to gain exposure to asset classes or strategies we find attractive. When asset classes are efficient, we emphasize passive instruments that track an index, while using active ETFs or individual security selection when asymmetric returns are identified.
The Portfolio Management Process
Fiduciary - Fee-Based Model
Our fiduciary approach to managing your investments means that our interests are aligned. We perform well when you perform well. Our fates are tied to the performance of your portfolio.
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Investment advisory services offered by NFG Wealth Advisors LLC, a Registered Investment Advisor