Portfolio Management

Building a customized portfolio based on a client’s tolerance for risk, time horizon and specific goal is an art that is grounded in probability statistics. Once the portfolio is built, it needs to be constantly monitored and maintained. Maintaining a portfolio requires skill, software and experience. A portfolio must be rebalanced to keep its risk profile. If a portfolio is allowed to go out of balance the risk profile of that portfolio changes. If you don’t know what the risk profile of your portfolio is seek out a professional portfolio manager who has the experience and skills to help you achieve the future your want.

The term Portfolio Management is often interchanged with the term Managed Account. A managed account is a professionally managed portfolio of individual securities; offer some of the convenience of mutual fund investing with additional benefits, including direct ownership of the securities that make up your portfolio and the opportunity for some portfolio customization and individual tax planning. Each managed account has a specific objective, which guides the manager in assembling the account’s portfolio.