Portfolio Management
Our priority when it comes to portfolio management is making sure it is uniquely suited to you. Every portfolio Wall Street Alliance Group creates for our clients is a personalized custom portfolio, getting away from the ‘one size fits all’ approach you find at many firms. Responsibly managing a portfolio on a fiduciary level demands a holistic approach, one based on your family’s risk profile, goals, liquidity needs, and objectives. Your portfolio will be truly yours.
Rather than simply ending with asset gathering, we believe that managing your portfolio is an ongoing process. Rather than waiting for a specific date to rebalance a portfolio, we take a proactive approach to rebalancing when the time is right. This means that we are vigilant—if there is a market dip and an opportunity arises, we are prepared to act on it immediately to benefit you. We will stay in touch with you so that we know when there are changes in your life, keeping all information current so that we can make changes to your portfolios that reflect your present concerns and your life events.
This is not only something we do for individual investors. We have the experience and expertise to apply the same model to pension plans and 401(k)s. With a good understanding of the regulations governing those plans and how to make them work best for you, we maintain the same active oversight that we do for individual portfolios.
To make the most of our active rebalancing model, we use tactical allocations consisting of bonds, mutual funds, ETFs, and stocks. We are not bound by any restrictions as to our choices for your portfolio, and independence is key to making sure you have the correct diversification. Through our custodian National Financial Services (a Fidelity clearing firm), we have access to most of the low-cost ETFs and mutual funds.
